How We Work With Clients

At AMERICAN PROSPERITY GROUP we never charge fees for meeting with us or for the planning work we do for clients.

Instead, we provide you unlimited, free consultations where we get to know you and your unique circumstances. We then share ideas and information, and make appropriate recommendations after we've discussed the following:

• The positive attributes and negative characteristics of any investment product or strategy discussed
• All fees, expenses, or charges for acquisition, on-going maintenance and surrender that may apply
• A comparison of our plans and programs to those already implemented or being contemplated by you

Then, where applicable, we will provide you with brochures and/or prospectuses of any products mentioned for your further study and review. You will of course have ample time to consider and determine if our recommendations make sense.

SUMMARY OF OUR PROCESS

In this arrangement, clients are free to examine and evaluate our proposals, then select the option or blend that they feel best suits their needs. Only when you have firmly decided that we have crafted a plan that feels right for your specific circumstances will it be implemented.

And once you are a client, our services include the ongoing management and maintenance of your plan, as well as our complete availability for additional consultation on any financial topic for which you have a question, concern or interest. These relationship services are inclusive and provided at no additional cost to clients.

Since there is no cost to learning how we might be able to improve your financial outlook, a decision to come meet with us should be an easy choice.