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Creating Confidence through Financial Independence

We can help take the mystery out of preparing for today and tomorrow.

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<sup>What We Do</sup><br/>We are dedicated to helping you navigate the complex world of finance.<br/>

What We Do
We are dedicated to helping you navigate the complex world of finance.

Whether your goal is planning for retirement, saving for college or having the proper estate plan in order, our personal service focuses on your needs, wants, financial goals and objectives.

Services
Investing Sustainably for a
Brighter Future

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Financial Planning

Financial Planning

We have a personalized approach to managing your finances. Through ongoing monitoring and adjustments, financial planning ensures that you stay on track and make informed decisions to secure your financial future.

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Investment Advisory

Investment Advisory

Building a successful portfolio begins with defining your investment objectives and risk tolerance. As part of the planning process, we will continue to question you through several meetings to clearly define your investment philosophy and outlook.

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Estate Planning

Estate Planning

By organizing your assets, individuals can have peace of mind knowing that their assets will be distributed according to their wishes, their loved ones will be taken care of, and potential disputes or legal issues can be avoided.

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<sup>Who We Help</sup><br/>We help Small Business Owners and Retirees <br/>Enjoy a Worry Free Retirement.

Who We Help
We help Small Business Owners and Retirees
Enjoy a Worry Free Retirement.

While PRIME client services are extended throughout the USA with a focus on the East Coast, we believe that successful client services requires a continued commitment to quality rather than quantity of people served.

Therefore, with time being a quantifiable commodity we first prioritize our services to existing clients and their families. Second, as time allows we welcome new prospective clients to embrace our 
"selection process". 

Get A Free E Book!

"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.

<sup>About Us</sup><br/>Get a Second Opinion

About Us
Get a Second Opinion

Our professionals have years of experience in financial and tax services. We can help address your current needs and those for many years to come. We look forward to working with you through all stages of your life.

Resources
Financial Information

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you in confidence.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

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Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

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Speak with a Financial Professional

Let’s begin the conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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