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The Planning Process

At PRIME, we help individuals, families, and businesses plan for their financial well-being.

Just as you are unique, your needs for financial planning are unique. Whether you need objective financial planning analyses, tax planning, professional money management, or brokerage services for investment and insurance products, we must get to know you before we can make recommendations regarding your financial situation.

Client Centered
  • First, we complete a confidential comprehensive data questionnaire regarding your current financial situation and future financial and estate planning goals.

  • Second, we take time to know you, by listening to your concerns and, in turn, help you clearly define your short term and long term goals.

  • Third, we work with your other advisors (e.g., attorney) to develop plans that will meet your objectives in the most effective way.

  • Fourth, we encourage regular reviews to assure that your financial plan and objectives remain current with the ever changing tax environment.

Our team approach brings experienced professionals together to assist you in achieving your financial goals and objectives. We lead this team with a bond of trust and confidence toward the common goal of long-term professional friendships, including routine clarity with costs and/or fees for services.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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