Who We Serve
Building strong and long-term relationships with our clients is very important to us. We work with clients who demand their financial planners have a great level of competence and utmost integrity. Our clients desire proactive communication, sophisticated planning, a team of trusted advisors and results.
The Prosperity Consulting Group works with affluent clients who are serious about building and preserving wealth.
Individuals and Families
- Seeking comprehensive financial planning services
- Strategically planning for a comfortable retirement
- Facing life changing transitions such as divorce, loss of a spouse and inheritance
- Women responsible for maintaining wealth
- Transferring their assets through comprehensive estate planning
- Diversifying stock and investment portfolios
- Protecting their income and assets with a range of insurance options
- Saving for future generations’ education
- Integrating philanthropic and investment goals
Business Owners and Executives
- Buying or selling a business or shares of a business
- Optimizing corporate benefits through company sponsored 401(k) plans
- Seeking a partner in a co-fiduciary capacity
- Maximizing tax efficiency through business planning services
- Retaining key employees through comprehensive retirement strategies
- Deciding on business succession strategies
- Reducing tax consequences via employer-sponsored retirement plans
- Women owned businesses
- Embarking on philanthropic strategies
- Reduce administrative burdens of existing philanthropic strategies
Institutions and Non-profit Organizations
- Optimizing long-term success with investment guidance
- Developing investment policy statements
- Seeking a partner in a co-fiduciary capacity
- Creating a framework for the prudent oversight of institutional investment portfolios
- Deciding on fixed income solutions
- Achieving targeted level of return and acceptable level of risk with balanced portfolios
- Reduce administrative burdens of existing philanthropic strategies