We highly recommend Retirement Prosperity Group. Lisa and Daniel took so much time with us looking at our portfolio and making sure they understood our retirement goals. They explained different ways that we could achieve those goals and spent a lot of time making sure that we completely understood the products we were purchasing and the changes we were making. In all of our years having financial advisors we have never had anyone take so much time explaining everything until we total understood it. The fact that they aren't associated with a large brokerage house was a plus for us because they have access to everything on the market, not just a limited amount of products.
We highly recommend Retirement Prosperity Group. Lisa and Daniel took so much time with us looking at our portfolio and making sure they understood our retirement goals. They explained different ways that we could achieve those goals and spent a lot of time making sure that we completely understood the products we were purchasing and the changes we were making. In all of our years having financial advisors we have never had anyone take so much time explaining everything until we total understood it. The fact that they aren't associated with a large brokerage house was a plus for us because they have access to everything on the market, not just a limited amount of products.