Services

 

 

Pride Financial Partners’ process begins with an in-depth evaluation of your current financial situation and your financial goals and needs. Once we've established your overall goals and objectives, we’ll work together to decide what method makes most sense in working together.

 

 

Fee Only/Fee Based Financial Planning

Enjoy a fee only approach to your financial planning. Here we will focus on only the big picture strategies using an objective, independent approach to your overall financial plan. We will not present specific products or solutions, but rather strategies that can be implemented by your current financial advisor or by yourself.

Many of our clients enjoy fee based financial planning with the option of moving forward with specific recommendations. By choosing this option, the client has the flexibility of having a portion of the financial planning fee waived by choosing to implement the strategies and solutions with Pride Financial Partners.

 

Risk Management

Our risk management products and services will help you achieve your financial goals at every stage of your life; whether it's for personal needs or for your business, we can help.


  • High quality, competitively priced life insurance products, including permanent, term, combination and variable policies.
  • Individual income disability products to protect your paycheck in the instance that you are unable to work your primary profession.
  • Key Person Insurance, Funding a Buy-Sell Agreement, Overhead Expense
  • Comprehensive long-term care insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.
  • Property and casualty insurance for your home, automobile or business.



 


 


Wealth Management


Our investment products and services will help you achieve your financial goals at every stage of your life; whether it's personal or business related, we can help.



  • Retirement Vehicles - IRA, 401k, SEP IRA, SIMPLE IRA, etc.
  • Non-Qualified Brokerage -Mutual Funds, Individual Stock holdings, Bonds, Annuities, CD's, etc.
  • Alternative Investments -Real Estate Investment Trusts (REIT), Oil and Gas, etc.
  • Sustainable and Socially Responsible Investing
  • Deferred and Immediate Annuities at variable and fixed rates of return.