Financial Services
If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
One of the most important building blocks in establishing a firm financial foundation is determining the difference between "wants" and "needs." Sounds simple, doesn't it? A "want" is something you don't require for basic survival and a "need" is something you must have to live. Yet, sometimes it can be hard to tell where a "want" begins and a "need" ends - especially where immediate family is concerned. Financial health is all about the choices you make over the long term.
To accomplish your goals and dreams we have multiple services that will provide that financial stability and independence
FINANCIAL NEEDS ANALISYS (FNA)
FINANCIAL
PLANNING
PORTFOLIO
MANAGEMENT
Financial Needs Analysis (FNA) it's a PERSONALIZED STRATEGY FOR FINANCIAL SECURITY.
To help families 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.
Financial Planning
We're experts in thinking about the long term. Family Financial Services helps customers in and Las Vegas plan for retirement, unemployment, and the unexpected. Talk to us today about mapping out your financial future.
Portfolio Management
Grow your wealth with an expertly managed investment portfolio. Family Financial Services - Primerica offers portfolio management to high net worth individuals. We'll ensure a diversified mix of investments and assets with a focus on minimizing risk and maximizing growth.
Term Life Insurance1
• Primerica Life Insurance Company
• Primerica Life Insurance Company of Canada
• National Benefit Life Insurance Company
Debt Solutions
Long Term Care Insurance3
• Genworth Financial
• Main Street Long Term Care Insurance Placement Program
(Offered through LTCI Partners)
—————————————————————————————Pre-Paid Legal Services
• Primerica Legal Protection Program
• ID Theft DefenseSM
—————————————————————————————Auto & Homeowner’s Insurance
Referral Program
• Primerica SecureTM by Answer Financial®
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Mutual Fund Investments
• AB (formerly AllianceBernstein)
• American Century Investments
• American Funds
• Invesco
• Fidelity Advisors Funds
• Franklin Templeton Investments
• Legg Mason
• MFS
• OppenheimerFunds
• Pioneer Investments
• Putnam Investments
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Individual 401(k) Programs
• Invesco Solo 401(k)
• Pioneer Uni-K
• Oppenheimer Single K
• American Century Single-Participant 401(k)
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IRAs
• Traditional IRAs
• Roth IRAs
• 401(k) Rollovers
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Annuities
• MetLife Investors
— Fixed Annuity
— Variable Annuity
— SPIA (Single Premium Income Annuity)
— GIB (Guaranteed Income Benefit)
• Lincoln Financial Group
— Fixed Index Annuity
— Variable Annuity
• AXA
— Variable Annuity
• AIG
— Fixed Index Annuity
— Variable Annuity
• Universal (Puerto Rico)
— Fixed Annuity
— Equity Indexed Annuity
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Managed Investments
• Lifetime Investment Platform
• Freedom Portfolios
Small Business Solutions
• Simple IRA
• SEP IRA
• Profit-Sharing Plan
• Money Purchase Plan
• IRA/Payroll Deduction Plan
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Qualified Business Retirement Programs
• 401(k) Programs
— Voya
— AXA
— American Funds
— Fidelity Advisors
— CUNA Mutual
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457 & 403(b) Programs
• AXA
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Education Savings Plans Available
through our Mutual Fund Partners
• Coverdell Education Savings Account College Savings Plans Available through our Mutual Fund Partners
• Legg Mason Scholars Choice – Colorado
• Franklin Templeton 529 College Savings Plan –New Jersey
• American Funds College America 529 Savings Plan – Virginia
• Fidelity Advisors 529 Plan – New Hampshire
• Oppenheimer Scholars Edge – New Mexico
• Oppenheimer Bright Start – Illinois
I have some thrilling news to share! For more than ten years, I've empowering individuals to reach their financial goals and create financially stable families. Nowadays, families are encountering significant financial obstacles and are being compelled to scale back their aspirations. But don't worry! I'm here to guide you on how to transform your live. With the support of a reputable company called Primerica that is committed to assisting Main Street families in obtaining the financial assistance they require.
We offer reasonably priced protection, investment prospects, and debt solutions. Additionally, we teach essential financial principles that aren't taught in school and provide an opportunity to build a business and change lives.