American Prosperity Group was founded by Mark E. Charnet in 2003 after 25 years of experience & success in the Retirement & Financial Estate Planning industry. Mark believes that everyone can benefit from the financial planning process.
The Finest in Financial Estate Planning
A note from Our President
A special thanks for taking time out of your busy schedule to join us for a journey through the universe of financial planning. We would like to invite you to attend one or all of our upcoming workshops that address specific financial topics. Simply put, our financial planning process involves three areas:
The Creation of wealth
The most important ingredient in wealth accumulation is time, not money. A little bit of money invested properly over a long period of time may grow to be a large sum of money. If you have procrastinated a little too long, then you may need to add more money or reposition your existing funds so that they will have the opportunity to work harder and faster ensuring you accomplish your goals.
The Preservation of your Wealth
Your retirement years should be glorious and full, safe and secure. For some, the return of principal is equally important to the return on principal. We should be able to live a lifestyle commensurate with our working years and beyond. The success of your first phase of the financial planning process will truly dictate your level of comfort during your second phase.
Assessing Your Needs
You worked hard for your money, made sacrifices, took risks; you paid your taxes on the money you earned, you pay taxes on the money your money earns, you pay taxes on the money you spend and your family will pay taxes again on your money that’s left when you are gone. You must learn the ways to pass on your wealth to your loved ones so that they can benefit from your hard work. Armed with the correct knowledge, you will be in a position to change your family's financial situation forever.
It would be our pleasure to welcome you into the APG family of clients. We want to remind you that consultations are complimentary. Instead, we provide you with unlimited consultations where we get to know you and your unique circumstance. We will share ideas, information, and recommendations with you.
Meet the team that is dedicated to offering the finest financial and estate planning experience possible.
“The Trinity Method of Investing offers protection from the 5 forces of portfolio demise.”