Services
Pride Financial Partners’ process begins with an in-depth goal planning discussion. We then engage in an evaluation of your current financial situation. Once we've established your overall goals and objectives, we’ll work together to decide what method makes most sense in working together as a team.
Fee Only/Fee Based Financial Planning
Enjoy a fee only approach to your financial planning. Using this service, we analyze and design a plan for each of your financial goals 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 clients want not only fee-based financial planning, but also assistance with implementing the specific recommendations. In this case, you may choose to schedule consultations with both the risk and wealth management divisions.
Risk Management
Our risk management services will help you pursue your financial goals at every stage of your life. Whether you're planning for personal needs or for your business, we can help.
- 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 insurance, etc.
- Comprehensive long-term care insurance that can reimburse some or all of the costs of care received in settings such as the home, adult living facilities or nursing facilities
- Property and casualty insurance for your home, automobile or business
Wealth Management
Our investment services will help you aim towards your financial goals at every stage of your life. Whether you're planning for personal goals or for your business, we can help.
- Retirement Vehicles - ROTH, 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.