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675 N. Barker Rd. Suite 110 Brookfield, WI 53045

(414) 771-7220
PrimeFinancial@primeretirement.com
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A Forward-thinking Perspective

Work with a financial firm with over 30 years of service to our clients.

Meet the Team

Planning the Life You Imagine

Our independence from larger institutions allows us to keep you at the center of everything we do.

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Empowering our clients to focus on life

We have you – our client – in mind at all times. Our independence ensures
that we provide the best, unbiased financial advice for you. As part of every financial
strategy we create, we emphasize the importance of planning and attention to detail
so you can have peace of mind that your future plans can handle whatever life brings.
We’re ready to help you reach your financial goals.

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<strong>Taking a purposeful approach to your finances</strong>

Taking a purposeful approach to your finances

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

What's your risk number?

Explore the difference between portfolio construction, risk tolerance, and risk capacity.

Measure Risk
<strong>Working together as a team</strong>

Working together as a team

Receive unbiased resources and advice from our team of experts.

<strong>Reach the life and retirement you work hard for and envision.</strong>

Reach the life and retirement you work hard for and envision.

Prime Financial Services is an independent financial planning firm that blends a comfortable approach with forward-thinking and steadfast strategies so you can be confident in your future. Speak with our team today.

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Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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