Prim Capital
Retirement
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
This critical element of anyone's plan is included in our comprehensive financial planning services. Our expertise in this area includes helping you retire with a comfortable standard of living, working with pension plan distributions, IRAs; portfolio redesign for retirement and cash flow management for savings and investments needed for retirement.
We are working to achieve the best tax strategy for retirement as we approach that period.
Please click on Financial Planning to learn more about Retirement Planning.
INSURANCE
As part of our thorough planning program, we help you determine if you need to supplement, or protect, your projected retirement income stream. Insurance products are often considered in these cases, and we will work with you to select the most appropriate type to meet your needs.
ESTATE PLANNING
We will conduct a review of your current and projected financial situation, and devise a plan that will help insure that your assets are distributed to your beneficiaries as you intended, in a tax and cost efficient manner. By starting now, we can help determine the most appropriate use of trusts, gifting programs, and other strategies to help protect your assets for future generations, and help implement those strategies. With a comprehensive estate plan, you can also take steps to help reduce the potential impact of taxes and other estate settlement costs on the value of assets transferred to your heirs.
To start the Planning Process and access the forms, please click on the link below.
FINANCIAL DATA GATHERING FORMS
Please call us at 216-830-1111 to discuss the planning process and our fees with one of our planners.