Our Process
At Prosperity Growth Strategies, we offer customized retirement strategies to retirees and pre-retirees in Virginia.
The Prosperity 3D Process™
Here’s how our unique planning process helps you turn your hard-earned assets into generation-spanning prosperity.
Dream
First, meet with a member of our team for a complete discovery process identifying your dreams and desires for retirement. What would you do with an abundance of time, choice and possibilities?
Design
Next, we analyze your current portfolio and present a rough draft plan for your review.
Do More
Then, we implement Your Prosperity Plan™ to help you pursue your prosperity.
An Abundant Life Starts with a Complete Plan
Using these five key areas of retirement, we build retirement plans designed to help you enjoy a life well-loved.
Income
Develop a plan to create and maintain the consistent income you need in retirement.
Investments
Create a strategy for helping to protect and grow your investment portfolio.
Taxes
Craft a plan to help keep more of your hard-earned assets where they belong: with you.
Health Care
Build a plan for helping to ensure health care needs—both big and small—don’t negatively impact your retirement savings.
Legacy
Design a plan to help ensure that the people and things you love most are taken care of for generations.