After years of experience working with firms in both the investment and insurance fields, we felt that only a team who had the knowledge and ability to operate independently and offer both investments as well as insurance solutions could be a true Fiduciary and would thus be able to offer complete retirement planning to clients.
We founded Retirement Prosperity Group and Prosperity Advisers, LLC to do just that.
Lisa is a proud member of the Ed Slott Elite IRA Advisor GroupSM and attends training twice a year, delivered by Ed Slott, as part of her commitment to continuing her education to better serve her clients in all matters regarding IRA, Roth and Retirement plans.
Daniel is a Retirement Income Certified Professional® and continues his education and certifications at the American College and Kaplan College. According to the American College, “Unlike general financial planning done on the CFP® or ChFC®, the RICP® designation delves deeper into the specific area of retirement income planning.”
Lisa & Daniel have been quoted in well-known publications such as Forbes, The Huffington Post, Entrepreneur Magazine and Inc.
When it comes to Wealth Management, we believe that your assets deserve active management – not passive investing. Strategies that used to work when you are accumulating assets may no longer be appropriate once you near or are in retirement and enter the distribution phase of your life. That is why we founded Prosperity Advisers, LLC and have Ed Rivas as the Investment Advisor representative.
For that reason, we have partnered with Gradient Investments, LLC. The money management team brings over 75 years of institutional investment experience and, having managed money in both bull and bear markets, they are well suited to offer diversified solutions for clients who want their assets actively managed in today’s volatile market. Whether your investment goal is preserving principal, maximizing income or accumulating capital, our investment team has carefully designed a strategy to help achieve your long-term investment goals.
Gradient Investments is an independent, fee-only, SEC registered investment advisor. They have a fiduciary obligation to act in your best interest. In 2013, 2014 and 2015 Gradient Investments was named one of the 50 fastest growing RIA firms in the country by Financial Advisor Magazine. Gradient Investments manages more than $1 Billion of assets
for advisors and clients throughout the country.