Helping You Cultivate
Financial Freedom for Every Season of Life
Whether you’re ready to enjoy your post-work years or still dreaming of your future retirement, we’ll help you plant and tend your long-term financial plan.
About Prosperity Wealth Group
At Prosperity Wealth Group, we believe everyone grows stronger together rather than alone. That’s why we’re committed to empowering individuals and families just like yours to pursue the life and retirement of their dreams. Our firm is built on a foundation of transparency, trust and treating every client just as we would our own families.
We’re here for you during every season: Not only is the growth phase of retirement planning important, but we will help you determine strategies that can help you know when to draw retirement income, employ tax-efficient strategies and prepare for potential health care costs over the coming years.
Ready to Uncover Potential Tax Savings?
Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:
How proper planning can help you manage the taxation of Social Security benefits
Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
Ways donor-advised funds allow you to avoid capital gains taxes
Why Choose Us
What makes Prosperity Wealth Group different? We’re glad you asked.
We take a full-circle approach to your financial future, helping you prepare not just to get to retirement but to enjoy the years beyond — your next season of life.
Unbiased Guidance
Our independent financial professionals put your needs at the forefront of all we do.
Wide Product Selection
As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.
Experience
Through bull markets and stock market dips, we are equipped to help you stay on track through a wide range of economic conditions.
Let Our Experience Be Your Guide.
Blake Moore, MBA, FSCP
Co-Founder | Financial Planner
Cody Dooley, MBA, NSSA
Co-Founder | Financial Planner
Like a Sheltering Oak,
We’re Here to Serve Generations
Our 3-step OAK Planning Process helps you set a firm foundation for your financial future.
Outline Your Goals
Our comprehensive orientation session helps us learn about your current financial situation, goals and dreams for retirement — while you learn about us.
Align Your Strategy
We’ll tailor a personalized plan for your unique circumstances, focusing on strategies to empower you and educating you along the way as you pursue your goals.
Keep Growing
As we implement your personalized plan, we’ll be right beside you monitoring your progress and ensuring your plan adapts and grows with you.