01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Services

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully strategiz...

US Government Securities

In today’s uncertain investment environment, U.S. Treasuries Securities offer a safe, secure, government-guaranteed option for investors worried about the impact of the recent economic downturn on their savings. The federal government issues securities to raise funds and help pay off its debt. The U...

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...

Team

Investment Advisor Representative

My responsibility and commitment are to you, the client.   I learned a long time ago that every great business transacti...

Our Strategic Partners

CEO

Paul founded Prosperity Advisory Group in 1989 and has worked in the securities industry since 1980. He has confidently...

Director of Investment Management

Brent serves as Director of Investment Management.  He has been in the investment industry since 2004, working as a trad...

Director of Operations and Member Experience, Prosperity Network of Advisors, LLC

Rachel Campbell, Director of Operations and Member Experience has over 15 years of industry experience. Rachel’s managem...

Director of Information Technology

As Director of Information Technology, Scott makes sure that all of our technology is operating and up-to-date, and work...

401(k) Pre-retirement Solutions

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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.

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Fit to Retire

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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.

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Everplans

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...

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Looking to learn more? Get in touch today!

Contact Us

Blogs

Ben Bouman |
Retirement accounts, IRAs, 401(k)s, and the like, and revocable living trusts can avoid the cost and time of probate court. Whether or not to place retirements accounts in living trusts is an entirely different question. The answer is NO. However, using a trust as beneficiary of IRAs and other retirement accounts can avoid nasty tax and probate court surprises. Again, if done correctly, beneficiaries can stretch out IRA distributions over their life expectancy. Any individual...