Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

Reimagine Your Retirement Route

You worked hard to position yourself to pursue your retirement dreams. We work hard to help you protect those dreams. Using our Prosperity Plan process, our team of wealth and retirement professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you build pension-like income that will last for life.

The Prosperity Group Advisors, LLC Process

Using our Prosperity Plan, we develop strategies to help you in three key areas:

Discover

Let us help you discover what your ideal retirement looks like today!

Evaluate

Using The Retirement Navigator, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom Prosperity Plan to help you reach your unique retirement goals.
Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Ready to take the next step?

Establish Your Prosperity Plan

Contact us today for more information about our services, products or approaches. We’ll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.
Schedule An Appointment

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Insurance products and services are offered through Prosperity Group Advisors, LLC. The Prosperity Group Advisors, LLC does not provide investment, tax and/or legal advice but will work with your attorney or independent tax or legal advisor. Prosperity Group Advisors, LLC and Greg Elie are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives.