The relationship between you and your PRIME consultant is very personal and strictly confidential.  And thanks to our partnership with CINCO Family Financial Center Credit Union, we can offer full comprehensive planning to all members for FREE.

Your PRIME consultant will work to:
• Understand your financial situation and goals
• Identify key issues you face now and in the future
• Make recommendations that are right for you
• Explain how our recommendations will affect you,
  and any risks involved
• Help put your strategy in place

To help meet your financial goals, we will review your financial position, strategy and investments regularly.  This ensures your financial strategy will maximize your financial position in case of changing markets or legislation.  Likewise, it helps identify opportunities that might arise after your first consultation.  

Whatever your stage of life or financial circumstance, PRIME can provide you with an ongoing service that will ensure you maintain control of your personal financial situation.

Services we provide include:
• Cash Flow/Debt Consolidation Refinancing
• Financial Consulting
• Investment Consultation
• Education Funding
• Life Insurance
• Retirement Consultation
• Qualified Account Rollovers
• Estate Preservation
And much more!

Contact PRIME
To meet with a member of PRIME, call 513-281-9988 or toll-free 1-800-252-4626 or e-mail  invest@primefg.com to set up an appointment.