Prim
Capital
Financial Planning
CLEVELAND
Prim Capital Corporation
6500
Rockside Road
Suite 370
Independence, OH 44131
USA
Phone: 216.830.1111
Fax: 216.447.1938
Toll Free: 800.443.1290
E-mail:
contactprim@primcapital.com
BEACHWOOD
OFFICE
One Chagrin Highlands
Suite 200
Beachwood, OH 44122
NEW
YORK
445 Park Avenue
9th Floor
New York,
NY 10022
Comprehensive financial planning is offered through Prim Capital's Registered Investment Advisor, Prim Advisors, Inc.
Why do you need a personal financial plan? Your financial future is too critical to be left to chance. The financial planning group will assist you in prioritizing your goals and objectives, identifying and optimizing opportunities, organizing your finances, getting an overview of your entire financial picture including all areas of your financial life and integrating all those pieces so they work efficiently together. This plan will then be a valuable guide for you and all of your other advisors to follow in order to successfully reach your goals.
Your plan will include the following areas of analysis: Net Worth, Cash Flow Management, Tax Situation with Tax Planning, Investment Holdings, Asset Allocation, Risk Management with Insurance Need Evaluation, Education Planning, Retirement Planning and Estate Planning.
Your financial planner will work closely with you on what action you should take to achieve your goals and meet your objectives. The process includes implementation of the action items, follow up and monitoring of your progress. Achieving your financial goals is an ongoing process requiring periodic review at least on an annual basis. Your planner will be there to help you reevaluate your plan as changes take place in your personal situation or in the economic climate.
Your customized financial plan will be an integrative road map as to how to reach your goals and objectives based on your risk level, timelines and tax situation.
This planning road map and action plan arms you with information that you can refer to time and again to help achieve your objectives. It can put you on the path to financial freedom and security with peace of mind.
Prim utilizes all state of the art software in establishing the elements of the plan and then the plan is individualized by your advisor team.
Solid fee based financial planning requires time and effort, but may be one of the best investments you will ever make.