Welcome
“ We're here to help all of our clients and their unique needs related to their retirement and financial help.”
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We understand that financial planning for your future is scary and uncertain, especially in today's economy. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and often exceeded. We want to help make that dream become a reality for you and your family too.
We are a group of financial planners with various backgrounds of expertise. While many other financial professionals no longer take on clients with portfolios of less than $100,000, $200,000 or $250,000. Primerica is committed and has been helping Main Street families save and invest for the future in short-term and long-term goals for almost 35 years. |
Company's Objective
We help Families Invest for the Future
To better understand their personal finances, Primerica offers the Financial Needs Analysis*(FNA).
Who Could Benefit From an FNA?
Here's an overview of the FNA's five basic sections and the information you'll receive from each:
- Debt Solutions
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
- Retirement Income
Provides a detailed analysis of how much money you need to prepare for retirement.
- Education Funding
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.
- Income Protection
Offers a variety of strategies to ensure your family's financial future should you die prematurely.
- Building Your Financial Future
Pulls all your information together by outlining specific steps to put your plan into action.
Do you have a clear strategy for retirement, debt elimination and education savings? If not, you’re not alone. In fact, many people aren’t sure where to begin when it comes to getting their financial lives in order.
That’s where Primerica can help. Did you know that in as little as 30 minutes you could get on the road to changing your financial situation and your life?
Primerica teaches people how money works so they can make informed decisions about how to manage their finances. Through our complimentary Financial Needs Analysis (FNA), we can show you the steps you need to take to get on the road to the financial life you want and deserve.
It's Easy To Get Started...Financial Freedom Awaits You With as little as $25 - $50 each month, you can start an investment program with mutual fund
How to Choose a Financial Planner
Do you know how to pick a financial planner that has your best interests in mind?
Contact Your Primerica Representative to Learn More and do a Financial Needs Analysis
If you don't know who your Primerica representative is, please contact us, we'll find out and have them contact you.
To better understand their personal finances, Primerica offers the Financial Needs Analysis*(FNA).
- The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security.
- The FNA is complimentary, confidential and customized for every family that Primerica serves.
Who Could Benefit From an FNA?
- Anyone with children
- Anyone with debt
- Anyone who plans to retire someday
- Anyone who lacks a strategy for financial independence
Here's an overview of the FNA's five basic sections and the information you'll receive from each:
- Debt Solutions
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
- Retirement Income
Provides a detailed analysis of how much money you need to prepare for retirement.
- Education Funding
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.
- Income Protection
Offers a variety of strategies to ensure your family's financial future should you die prematurely.
- Building Your Financial Future
Pulls all your information together by outlining specific steps to put your plan into action.
Do you have a clear strategy for retirement, debt elimination and education savings? If not, you’re not alone. In fact, many people aren’t sure where to begin when it comes to getting their financial lives in order.
That’s where Primerica can help. Did you know that in as little as 30 minutes you could get on the road to changing your financial situation and your life?
Primerica teaches people how money works so they can make informed decisions about how to manage their finances. Through our complimentary Financial Needs Analysis (FNA), we can show you the steps you need to take to get on the road to the financial life you want and deserve.
It's Easy To Get Started...Financial Freedom Awaits You With as little as $25 - $50 each month, you can start an investment program with mutual fund
- Learn a little about the Concepts of financial freedom.
- Take a quick look at the wide variety of Services we provide to get you and keep you on the right path.
- Do a Financial Needs Analysis to see where you are today and what actions need to be taken.
How to Choose a Financial Planner
Do you know how to pick a financial planner that has your best interests in mind?
Contact Your Primerica Representative to Learn More and do a Financial Needs Analysis
If you don't know who your Primerica representative is, please contact us, we'll find out and have them contact you.
Planning Your Future
It's one of the most important things we can do, but it's also the most overlooked.
Here at Primerica we'll help you accomplish your future financial goals every step of the way.
It's one of the most important things we can do, but it's also the most overlooked.
Here at Primerica we'll help you accomplish your future financial goals every step of the way.
Do you spend more time planning a vacation for your family
Than you do for your retirement?
Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. We can help you plan a financial future that will make you and your family excited for your upcoming years.
Than you do for your retirement?
Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. We can help you plan a financial future that will make you and your family excited for your upcoming years.
Our Products
Creating and Managing Wealth
Wealth comes from a number of different resources. You can create your future wealth strategy right now.
Primerica provides financial products and services from some of the world's more recognizable companies.
From Life Insurance, Legal Protections, Securities Management, Debt Resolution Auto & Home protections and more...
Our strategic partners are:
AGF Investments Inc, Bridgehouse Asset Managers, CI Investments, Dynamic Funds, Fidelity Investments, Franklin Templeton Investments, Invesco, Mackenzie Investments.
Wealth comes from a number of different resources. You can create your future wealth strategy right now.
Primerica provides financial products and services from some of the world's more recognizable companies.
From Life Insurance, Legal Protections, Securities Management, Debt Resolution Auto & Home protections and more...
Our strategic partners are:
AGF Investments Inc, Bridgehouse Asset Managers, CI Investments, Dynamic Funds, Fidelity Investments, Franklin Templeton Investments, Invesco, Mackenzie Investments.
What should I invest in?
With today's economy it's hard to know what you should be investing in.
With today's economy it's hard to know what you should be investing in.
Life Insurance |
Primerica Life Insurance Company is one of the largest providers of term life insurance in the United States.
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Mutual Fund |
A mutual fund is an opportunity for you, together with many other investors, to pool your money. Professional money managers invest the “pool” according to the investment objective adopted by the fund. |
Segregated Fund |
A segregated fund is similar to a mutual fund, which allows you together with many other investors, to pool your money and invest in stock and bond holding through the fund. Additional features of a segregated fund are (1) 75 percent capital guarantee, (2) creditor protection and (3) transferability. |
(1) Subject to any applicable death and maturity guarantee. Any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund. (2) Subject to federal bankruptcy legislation and provincial legislation that could void transactions intended to defeat creditors. Possible creditor protection may also be subject to your particular circumstances, maturity option chosen, and the legislative requirements of the province in which you reside. For more information, you should seek independent legal advice. (3) Proceeds of investments can be transferred directly to a named beneficiary upon death without incurring probate fees, if the beneficiary is the spouse, parent, child or grandchild of the Annuitant. In Quebec, the Beneficiary is the legally married spouse, or the ascendant or descendant of the Owner. Contract Owners are advised to consult their own tax advisor about their individual circumstances.
Mutual Fund Facts:
Publication:
Aggressive Growth Fund Growth Fund Moderate Growth Fund Conservative Growth Fund Income Fund Canadian Money Market Fund Note: Each mutual fund invests differently. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. |
Common Sense Funds:
Cash Management Fund
Asset Builder II Asset Builder III Asset Builder IV Asset Builder V Asset Builder VI Asset Builder VII Strategic Retirement Income Fund Note: Commissions, trailing commissions, management fees and expenses may all be associated with fund investments. Please read the summary information folder before investing. Funds are not guaranteed, their values fluctuate and past results are not necessarily indicative of future performance. |
Career with us
We have job opening with high potential business opportunity.
We are looking for the best suitable candidates with some entrepreneurial skills for part time or full time work .
Come and join our very interesting team and build your new career path with us, one gets to meet different people from all walks of life with different financial needs. The satisfaction comes when a family is properly insured at the right cost and has savings for emergencies or future plans..
We are looking for the best suitable candidates with some entrepreneurial skills for part time or full time work .
Come and join our very interesting team and build your new career path with us, one gets to meet different people from all walks of life with different financial needs. The satisfaction comes when a family is properly insured at the right cost and has savings for emergencies or future plans..