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Who We Are How We Help What We Do

Prime Financial Strategies

Your Family Financial Firm

PFS is an independent full-spectrum financial, retirement, and estate planning firm.  As a multi-generational family business, we have the perspective to be "Your Family Financial Firm". 

Our goal is to develop a lifelong partnership; trustworthy enough for you, your parents, and your children.

As an independent firm, we help you find what is right for you, your future, and your family.

How We Help

Our Financial Philosophy

We believe success is achieved through consistency; saving, investing, rebalancing, living within your means, and reassessing progress. 

We believe in focusing on what you can control, your goals and your vision.  We do not try to time the markets.

We believe in proactive allocation and attention to risk, rather than reacting to short term volatility.

We believe that the outside environment shouldn't determine your success, you should.

Who We Serve

Young Families & Accumulators 

Young Families & Accumulators 

Have you started to think about what your ideal financial future looks like?  Who needs to be protected and what goals do you have?

Learn more
Engineering and DOD Specialists

Engineering and DOD Specialists

Is attention to detail important to you? Are you the type of person that wants to know how the watch works, rather than just what time it is?

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Professionals and Pre-Retirees

Professionals and Pre-Retirees

Have you thought about how to situate your finances during this crucial period?  Do you know all the tools available to accomplish your retirement goals?

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Retirees and Legacy Creators

Retirees and Legacy Creators

Have you thought about how you will live a meaningful and secure retirement?  Who should be included in your financial plan?

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Meet Prime Financial Strategies

Meet Prime Financial Strategies


Your financial life is complicated.  Let us help you find solutions that fit your unique circumstances.  Whether you just need a financial tune up, or a total re-engineering, our family firm can help make sure every part of your financial life is working together toward your ultimate success.

Contact Us
AdviceWorks Client Portal

AdviceWorks Client Portal

Access our new client technology platform.  Please contact the office if you would like to get set up with the client portal so we can send you an enrollment invitation.

Client Login
Your Consolidated Account Information

Your Consolidated Account Information

Access all your account information with a single site using your Albridge Login.
 

Client Login
Join a Fugent Meeting

Join a Fugent Meeting


Not near? Not a problem.  We can schedule a face to face meeting using Fugent WebEx.

Access

A Variety of Ways to Work Together

Everyone's circumstance is unique.  We have the flexibility to work with clients in a variety of ways so that we can provide the services that are right for your situation without limiting your options and tools.

                                Define

We can work as your planning consultant and project-analyst through our fee only Planning Service Engagement

 

Planning Service
Your          Own

Our specialty is a holistic approach where you have "on call" status for all of your financial plan through our ongoing Unified Service Engagement

Unified Service
Success                                               

We can work as your investment and insurance provider and overseer through our Asset Service Engagement

Asset Service

Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.