THE ETHICAL ALTERNATIVE

Retirement Income, Asset Management, Tax Planning, Insurance Planning, and Estate Planning may sound like the same thing to many individuals.  The truth is, though they are related, there are many different elements and facets of each to consider when evaluating your own financial situation.

At Prime Wealth Advisors, we’ve put together a team that can address your financial needs in each area.  We have specialists that are licensed, and more importantly, qualified to assist you.  You benefit from this team based approach in several ways.  Primarily, it makes the planning process more efficient because we have all the necessary individuals under one roof: A Chartered Financial Consultant®, a Chartered Life Underwriter®, a Tax Specialist, and an Estate Planning Attorney.

Also, as an Independent Advisor, we are beholden only to the needs of our clients. This allows us to find the best investment, retirement, and insurance solutions possible from a variety of different sources.  We have established strict criteria for the quality of products and services we make available to our clients. We believe we should treat others how we want to be treated.

 

 

 

Securities and Advisory services offered through Centaurus Financial, Inc. a registered broker/dealer and registered investment advisor, member FINRA and SIPC.  Centaurus Financial, Inc. and Prime Wealth Advisors are not affiliated.  Centaurus Financial, Inc. does not provide legal or tax advice.