Fingerprint Philosophy

At Prosperity Financial Group, we understand no two people have the same financial goals. And these goals are as unique as your fingerprint. Because of this, we believe your unique situation should be accounted for in a customized financial plan.

Our integrated and disciplined approach to financial planning is design to provide you with a comprehensive, long-term financial plan. We use our Fingerprint Financial Planning™ to help discover what’s important to you and how to reach your objectives through advanced financial tools and strategies. Fingerprint Financial Planning™ can help:

  • Determine the right level of insurance for your business and/or family
  • Calculate how much you need to save to retire comfortably
  • Create new income streams from investments
  • Fund your children’s or grandchildren’s educations
  • Make career and lifestyle transitions easier for families, professionals, executives and business owners.

If you feel Fingerprint Financial Planning™ is right for you, call us today at (800) 931-2004 or contact us to make an appointment today!

An illustration of our comprehensive planning process follows:

*Fingerprint Financial Planning™ is a trademarked service of Prosperity Financial Group, Inc.

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Market Data

Market DataBank: 2Q 2019

Contact Info

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

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