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Who We Are Context in times of volatility 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 be the last financial professional you ever hire; to be trustworthy enough for you to refer your parents and children.

Whether you are a young beginner, working accumulator, pensioner and retirement income taker, or legacy granter, PFS has the knowledge and experience to help you create a plan and stay on track.

As an independent firm, our goal is not to push product, but rather to provide the knowledge and understanding necessary for you to choose what is right for your future.  We strive to find clients that are engaged and enthusiastic; those that want to take an active role in the most important aspect of their future: personal financial security.

How We Help
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
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

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 on 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.