PRESTIGE FINANCIAL GROUP
We're here to help you succeed.
Contact us today for a complimentary financial consultation.
HOW CAN WE HELP?
Investments
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Mutual Funds
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ETF's
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UIT
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Active Money Management
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401k's
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IRA's (Traditional and ROTH)
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7702
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Money Market
Insurance
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Life
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Annuities
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Tax-efficient Strategies
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Long-term care strategies
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Business Services
Services
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Debt Management
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College Planning
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Goal Setting
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Estate Planning
Schedule a meeting with one of our professionls to get a Financial Needs Analysis.
OUR VISION
To give people from all backgrounds the power to become a financial services business owner so all families can access financial knowledge, products and resources to prepare for a better future.
There’s no doubt that families of all incomes can benefit from preparing for the expected and the unexpected. With an alarming lack of education about financial fundamentals, people need the tools and guidance to help them make informed choices to meet today’s challenges.
We will help YOU take the necessary steps toward establishing and meeting your financial goals by using simple concepts to educate you on putting your money to work.
"NO Family Left BEHIND"
OUR 6 Steps
to Financial Freedom
CASH FLOW
-Earn additional income
-Manage expenses
ASSET ACCUMULATION
-Outpace inflation
-Minimize taxation
-Professional money management
DEBT MANAGEMENT
-Consolidate debt
-Strive to eliminate debt
EMERGENCY FUND
-Save three to six months income
-Prepare for emergency expenses
PROPER PROTECTION
-Protect against loss of income
-Protect family assets
ESTATE PRESERVATION
-Reduce estate taxes
-Build a family legacy
STRENGTH IN SELECTION
We are partnered with nearly 100 of the most trusted and financially stable companies in the industry.
CONTACT US
OUR ADDRESS
For any general inquiries, please fill in the following contact form: