Financial Planning Services
To provide the best personal financial planning advice in the Contra Costa County area requires technical knowledge, of course. Practicing as a wealth advisor in San Ramon for 30 years offers our clients the assurance of our professional competence. But what makes us unique is the customized, personal nature of our financial advice.
At Prosperity, we understand that no two people have the same financial goals. We realize that your life experiences, needs and ambitions make you as unique as your fingerprint. That's why we developed a proprietary, trademarked financial planning process - to provide you with a financial plan as unique as your own fingerprint.
Fingerprint Financial Planning™, our process for defining and achieving your financial goals:
- Calculates how much you need to save to retire comfortably
- Examines whether your family is protected from life's worst risks
- Plans for a retirement income stream likely to outlive you
- Funds children’s or grandchildren’s educations
- Optimizes your investments for Federal and California, and Contra Costa County income taxes
- Minimizes impact of estate and gift taxes, including California estate and gift taxes
- Makes career and lifestyle transitions easier for families, professionals, executives & business owners
If you think Fingerprint Financial Planning is for you, here's a way to try it risk-free: Please answer a few retirement planning questions and we'll set up a free 30-minute meeting to speak about your personal situation.
No matter what stage you are in life, Prosperity Financial Group provides comprehensive personal financial planning services for you. Whether you're eight or eighty, it's never too early or too late to let an independent financial advisor review your situation.
- Financial Planning for Baby Boomers
- Financial Planning for Generation Xers
- Financial Planning for Millenials