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Retirement Solutions

“Will I Have Enough to Retire…Will It Last?”
These are questions we hear every day. And every day, our team at Prosperity Financial Group help people answer these questions with confidence. It’s the kind of confidence that comes with having a solid retirement strategy in place.

Given Social Security’s uncertain future, longer life expectancies and decreasing employer contributions, saving for retirement has never been trickier. A Certified Financial Planner™ professional can work with you to set your financial goals and help you create a plan that’s right for you. Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP® Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.

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Why Trust Prosperity?

Elliot Kallen and Chuck Ballweg started Prosperity Financial Group in 1993 with the belief that companies are reflections of the character and abilities of their leaders. For Elliot and Chuck, this means honesty and integrity are the founding principles of the firm and the basis for not only every client but the financial advice they provide. That means that clients always come first. This deep experience, their business philosophy and utilizing the best financial tools available, means you can count on them to create a robust, realistic plan to achieve the retirement you want.

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Market Data

Market DataBank: 3Q 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