21 | Wealth & Finance Q4 2024 Every one of these services sees this fiduciary-registered investment advisory firm fulfil what is a legal obligation to put the interests of its clients above its own. More than this however, Elliot and his team see this as their moral duty, and their commitment to maximising wealth and building long-lasting relationships with clients is something innate, which only adds to the prestige of these friendly and trustworthy financial partners. Yet another defining element of Prosperity’s impeccable service can be found within its unique Fingerprint Financial Planning™ process, which is something that essentially permeates the business at every level and makes itself known through each of the services mentioned above. As its name suggests, this tailored approach sees an effective financial planning solution provided to a client that is as unique as their own fingerprints. An encompassing method that takes into consideration a client’s changing life, the Fingerprint Financial Planning process is aided considerably by the firm’s use of advanced financial tools, including annuity investments which offer a reliable way to protect a lifetime’s worth of income, comprehensive life insurance planning advice to secure a family’s future through the best coverage, as well as a variety of individual retirement accounts (IRAs) ranging from traditional plans to those suited for self-employed persons or small businesses. This final point brings us to the other speciality area for Prosperity aside from personal wealth management – business 401(k) services. As one of California’s premier 401(k) and 403(b) financial advisors, this firm sees the management of employer retirement plans made into a hassle-free process, complete with terrific results. Capable of both empowering the financial future of a company’s employees and amplifying the benefits for those working in the non-profit sector, the team here serve their business clients exceptionally. Elliot and co. execute this by continuously monitoring investment performance – including selecting appropriate investments – as well as lending their expansive retirement plan expertise and helping a company’s employees to understand their options. Be it ERISA 3(21) and 3(38) plan fiduciaries, employer/employee education, or Prosperity’s signature investment management services, those who choose the firm for these solutions are in good company, joining almost 5,000 employees across more than 30 local firms. Perhaps the most notable service in this area is Prosperity’s 401(k) Plan Benchmarking, which sees it make use of the decades of combined experienced shared by its team to undertake a rigorous evaluation of an employer’s retirement plan – going far beyond just the surface-level metrics. From understanding planning fees to reviewing investment options and assessing plan design, this service is more than a mere solution, it reflects the commitment to retirement planning that Prosperity has built its best-in-class reputation around. In short, over the past three decades and counting, Elliot Kallen and his dedicated team have turned Prosperity Financial Group, Inc. into an encompassing financial and investment management experience like no other, making it the perfect choice for those in search of a service that is tailored to them and demonstrably helps them to achieve all of their financial goals. This excellence is reflected in the firm being rightfully crowned as the Best Full-Service Wealth Management & Financial Planning Firm 2024 - California. Contact: Elliot Kallen Company: Prosperity Financial Group, Inc. Web Address: https://prosperityfinancialgroup.com/
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