About Our Firm
Here’s our story. We look forward to hearing yours.
Retirement Prosperity Group
The mission of Retirement Prosperity Group is to help you to retire with confidence and live your dreams. Our primary areas of experience include Retirement Income Planning, Social Security Maximization Strategies, Wealth management and preservation Strategies, Estate and Tax Planning, Advanced Strategies for High net worth clients, Long-Term Care Solutions, Life Insurance, Annuities and Retirement Accounts.
LEAD INVESTMENT ADVISER REPRESENTATIVE, RICP®,
Client Services Director
INVESTMENT ADVISOR, CLU, ChFC
Online Marketing Director
Director of First Impressions
Health care & Medicare
Our Strategic Partners
At Retirement Prosperity Group, we believe that all of your professionals, including your financial advisor, attorney and accountant, should be working together as a team in order to help you maximize your retirement resources, as well as the transfer of wealth to your family in a protected manner.
In keeping with our mission to empower clients to make informed decisions and take control of their retirement futures, we often work with CPAs and attorneys to ensure that your plan is well coordinated and complete.
As part of our strategic partnership with other professionals, we work closely with an estate planning and probate attorney who is also an expert in wealth transfer planning strategies for clients who have children with special needs.