Prosperity Financial Group, Inc.

Description

If it’s money, it’s personal – especially if your business rides on it. Prosperity understands the responsibility and pressure today’s business owners feel. Whether it’s hiring and retaining qualified employees, selling your business or staying profitable in the face of skyrocketing benefits costs, Prosperity has the experience and know-how to provide your company with the right solution.

Chuck Ballweg specializes in working with small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal . He has more than 25 years of experience working with business owners. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals.

We specialize in helping companies attract and reward talented employees by customizing highly-competitive benefit packages that are within a manageable budget. Prosperity’s comprehensive process ensures that your needs will be met even if you’re not quite sure what they are. Our goal is to provide complete solutions, not just products. We’ll search for superior financial and benefit solutions to best serve your company’s needs.

We understand how vital your finances are. Whether you’re focused on running a business or saving for your child’s college education, Prosperity Financial Group is here to help you make the wisest possible choices with your money. Our experience and comprehensive approach provide you with a complete solution catered to your personal goals, not just products. As your personal financial partner, Prosperity will work with you to build a strong, prosperous future for your business and your life.

We don’t take your trust in us lightly. Principals, Chuck Ballweg CLU, ChFC, CFP ® , MSFS, Financial Planner and Elliot Kallen Registered Principal and Financial Planner, have years of experience in financial planning, investments and insurance. Every one of our experienced staff and advisors is genuinely concerned with your satisfaction. We’re always available to answer questions and assist you.

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