Prosperity Financial Group, Inc.

**Summary:** **Background and Expertise:** Prosperity Financial Group, Inc. is a registered investment adviser specializing in Asset Management, Financial Planning, and Consulting services. Established in 2010, the firm emphasizes continuous account supervision and tailors investment strategies to meet individual client needs. They offer services such as investment planning, retirement planning, estate planning, and tax planning. **Consumer-Facing Terms:** - Minimum Initial Investment: Varies based on assets under management. - Fee Structure: Asset Management fees range from 0.70% to 2.00% based on assets under management. Financial Planning fees are hourly or flat-based. - Fiduciary Status: The firm acts as a fiduciary, putting clients' interests first. - Investment Discretion: Clients grant investment discretion to the firm. - Investment Philosophy: Utilizes fundamental and technical analysis, with a focus on long-term investment strategies. **Advisory Business Description:** Prosperity Financial Group, Inc. offers individualized investment advice through portfolio management services and general investment advice through Financial Planning and Third-Party Money Managers. They conduct regular reviews of client accounts and provide ongoing support to help clients achieve their financial goals. This summary is based on the information provided in Part 2A of Form ADV: Firm Brochure for Prosperity Financial Group, Inc.