Prosperity Heritage Group – Empowering Communities, One Conversation at a Time
We specialize in guiding individuals and families toward financial clarity, coverage confidence, and long-term security. Through personalized consultations, educational outreach, and strategic planning, we help clients navigate complex systems with ease and dignity.
Services
TRiCARE, VA, GROW-UP PLANS
College & Veteran Outreach – Tailored resources and events that support informed decision-making for students, service members, and their families.
ANNUITIES
Financial Literacy Workshops – Interactive sessions designed to demystify coverage options, budgeting strategies, and wealth-building tools.
MEDICARE, MEDICAID, ACA, MED SUPP
Coverage Consultations – One-on-one guidance to help clients understand their benefits, avoid costly gaps, and maximize available programs.
TERM, WHOLE, IUL LIFE
Community Engagement Campaigns – Culturally inclusive materials and events that foster trust, awareness, and empowerment across diverse populations.
Whether you're planning an event, seeking clarity on your options, or building a legacy of financial strength, Prosperity Heritage Group is here to serve—with compassion, creativity, and compliance at the core.
Frequently Asked Questions
“I am extremely satisfied with the services provided by Prosperity Heritage Group. Our team is professional, knowledgeable, and truly cares about their clients' well-being.”
J. Reilly
Community Impact
“PHG is transforming lives one consultation at a time. Their dedication to underserved communities is inspiring, and their resources are practical, inclusive, and empowering. Five stars isn’t enough!”
Veteran Support
“As a veteran, I’ve never felt more seen and supported. Prosperity Heritage Group doesn’t just talk about change—they deliver it. Their commitment to our well-being and financial freedom is unmatched.”
Event Feedback
“Attending a PHG outreach event was eye-opening. The materials were engaging, the team was knowledgeable, and I left feeling more confident about my coverage options. Highly recommend for anyone seeking clarity and care!”
Prosperity Heritage Group Ltd Co is a leading insurance agency based in Stockbridge, Georgia, United States. With a commitment to honesty, compassion, trust, and loyalty, we prioritize our clients' best interests and secure their future with a range of insurance services. Our dedicated team is here to help you navigate the complexities of insurance and find the right coverage for your needs.
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Comments
The outreach event was amazing—fun, informative, and full of heart. I left with real tools and real hope.”
I was confused about the Medicare signup process. Lisa tried her best, but I felt rushed. She said to me that I didn't have to rush, she gave me options, and is so patient to wait until I'm ready. She also gave me ideas about my (403)B.
Lisa was great, but my enrollment got kicked back due to income verification—she followed up quickly though.
Lisa signed me up today for a much better medicare plan that gives me money for food, over-the-counter items, cell phone, internet and utilities and gas. It gives me 50 rides a month and 104 hours of home care by nurse. I was only getting service before. Thank you
I got help signing up for ACA, but the provider changed a few terms. Lisa helped clear things up
It took a little while to find the right plan, but she stuck with me through it all.
Her team tried hard to help, but I felt overwhelmed at first. Grateful for the patience.