Let us Create a Fingerprint Financial PlanTM for you

      

 

For Individuals

Our Financial Planners, Elliot Kallen and Chuck Ballweg, offer complete comprehensive financial planning. All people are not alike. That’s why we developed Fingerprint Financial Planning™, a way for you to create the life you desire. We look at your current financial picture, along with your objectives, to help you create a comprehensive plan that’s as unique to you as your fingerprint.

Watch our video, Financial Planning for Millenials in the the Bay Area.

We’re in the business of accelerating your financial success. We work with you to implement your plan and measure the results as you move toward your financial dreams. We search the market for appropriate investment products for your individual situation. If you’re used to doing all your investing yourself, you’ll notice what a difference it makes having our experienced team at your side – especially when the market turns volatile.

Rest assured that as an independent firm, our only loyalty is to you and your financial success. Our insurance quoting service screens the entire market to find the best rates from the top companies.

Personal Finance

  • Investments
  • Stocks, Bonds & Mutual Funds
  • Asset Allocation & Portfolio Allocation
  • Fee-based Accounts
  • Research Access
  • IRAs & Roth IRAs

Insurance

  • Life
  • Annuities
  • Disability
  • Long Term Care

Financial Planning

  • Fingerprint Financial Planning™
  • Estate Planning
  • Retirement Planning
  • College & Tax Planning
  • Trust Services

Follow Prosperity

Market Data

Market DataBank: 4Q 2016

Contact Info

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504
prosperity@prosperityfg.com

© 2017 Prosperity Financial Group, Inc