US Government Securities
Our Strategic Partners
Paul founded Prosperity Advisory Group in 1989 and has worked in the securities industry since 1980. He has confidently...
Brent serves as Director of Investment Management. He has been in the investment industry since 2004, working as a...
Rachel Campbell, Director of Operations and Member Experience has over 15 years of industry experience. Rachel’s...
As Director of Information Technology, Scott makes sure that all of our technology is operating and up-to-date, and...
401(k) Pre-retirement Solutions
Self Directed Brokerage Account (SDBA) management is ideal for participants of 401(k), 403(b), or 457 accounts. The relationship established by the The Pacific Financial Group give advisors access to nearly every retirement platform in the country. We accept full fiduciary responsibility and provide a legal safe harbor as defined by the applicable sections of the ERISA federal retirement law and the Internal Revenue Service Code.
Fit to Retire
Fit-to-Retire determines your readiness in the 5 areas of retirement success, Self-Identity, Social, Health & Nutrition, Personal Relationships, and Financial Security. This Four step process helps you understand the areas of retirement success and gives you the opportunity to work with a certified Fit-to-Retire coach so that you are ready to take the worry out of retirement and make the transition to your new way of life.
Store and Share Everything Important
An Everplan is an easy-to-access, secure digital archive of everything you need throughout your life and that your loved ones might need should something happen to you. It contains:
- Wills, Trusts, and insurance policies
- Critical accounts and passwords
- Household information: bills, vendors, etc.
- Health and medical information
- Important family details
- Pet care documentation
- And much more...