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.

Prosperity Group Advisor, LLC_Greg Elie_Working at Desk_3

The Prosperity Group Advisors, LLC Process

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


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


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


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.