20 Acquisition International - Issue 8 2022 Jun22648 Most Trusted Asset Management Company - Northern California Personal finance doesn’t have to be complicated – there doesn’t need to be stress whenever you think about retirement, future homes, or how you’re going to put your children through university. With Prosperity Financial Group’s help, all this and more can be made simple. After all, it feels ‘good knowing that all of your financial goals are on track.’ s life evolves, so do your priorities. Henceforth, it is important to be financially secure, so that no matter what life throws your way, you’re always prepared. Be it saving for a college fund or putting money away for retirement, knowledge is power, and therefore, getting advice from a reputable source can be incredibly beneficial. For 29 years Prosperity Financial Group, a boutique firm operating out of San Ramon, California, has been offering a plethora of services that help its clients achieve their financial goals. Whilst its business methods and techniques have changed over the past near three decades, Prosperity Financial Group has remained firm in its core values. Such principles consist of confidence, clarity, and certainty – the firm endeavours to provide trustworthy services that its clients can depend upon. It offers a full range of services, such as wealth management, retirement planning, investment planning, family wealth management, college planning, and tax planning. Prosperity Financial Group’s services are entirely bespoke, meaning that they can be catered to the customer. Tax, for example, can often be quite a confusing area for individuals – more often than not, it means scrambling for tax write-offs and deductions at the last moment in the hopes that this will reduce the bill. With Prosperity Financial Group, clients are encouraged to take a proactive approach, and the firm guides them through effective solutions to lighten the burden. Moreover, there are a plethora of products available that will optimise the financial planning process and, ultimately, build a path towards a financially stable future. Prosperity Financial Group offers life insurance and annuities that will help protect both the client and their family financially when they need it most. Additionally, the firm supplies Individual Retirement Accounts (IRAs). IRAs are especially important as, upon retirement, there has to be some form of income to support a post-work lifestyle, and for Americans this means approximately 85 percent of their pre-retirement income or more. Both Prosperity Financial Group’s products and services offer exceptional benefits to its clients, as more often than not, its clients are entering its system without a long-term financial plan, especially in terms of retirement. The firm works closely with every single one of its clients to create these goals and match their investment success in A order to meet and exceed these goals. It’s a very personal approach and completely hands-on, and many of the company’s clients have gone on to praise Prosperity Financial Group’s methods. Of course, the main force behind the company’s success is its exceptional team. They are fully trained, professional, and are devoted to the customer experience, going out of their way to ensure that the clients receive premium solutions. Indeed, without the team that it has, Prosperity Financial Group would not be as successful as it is. Enthusiasm, passion, and integrity are infused within the way the team acts – they take pride in their work as they know that what they do is of a high standard. It is with this in mind that the company’s wealth of achievements come as no surprise. Prosperity Financial Group has been featured in several publications – Yahoo! Finance, MarketWatch, and Digital Journal, to name a few – and has been repeatedly recognised for its contributions to the industry. However, the firm’s biggest achievement is, perhaps, its growth over the years. Prosperity Financial Group has grown from a small start-up to a leading asset management firm with more than $400 million in assets. The outbreak of Covid-19 did alter the way the business operates; however, the changes made have ensured the growth of the firm throughout a rather unstable period. Covid-19 has lowered the level of service in the Financial Services industry by up to 80%. Despite this statistic, Prosperity Financial Group never closed its doors and its staff kept working in-office throughout the pandemic, giving a personalised service throughout the crisis. Most of Prosperity Financial Groups’ meetings now take place through Zoom, but it tries to meet face-toface with its clients at least twice a year. As such, in 2022, Prosperity Financial Group hopes to continue this upward trend. Over the past year, it has set a number of plans into motion, with many of these ideas coming into greater fruition throughout 2022 and 2023. The client experience is where much of the firm’s focus remains, as it vows to continue providing its customers with an unbeatable, streamlined service. Prosperity Financial Group’s bi-weekly blogs, mailing list, and Meet the Expert podcast, which can be found at www.prosperityfinancialgroup. com, offer further information about the exceptional business. Contact: Elliot Kallen Company: Prosperity Financial Group Web: www.prosperityfinancialgroup.com
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