PrimeWay Investment Resources

Expert Guidance
Expert Guidance

Our expert financial planners will work with you directly to help you create a financial plan that works for you, your family, and your future.

Custom Solutions
Custom Solutions

No matter what your financial situation is, it is unique to you. We’ll help you choose the investment solutions that work best for you.

Plan for Success
Plan for Success

Some long-term financial dreams require special attention. Whether you want to retire early or help your kids and grandkids pay for college, we’ve got the guidance you need.

Peace of Mind
Peace of Mind

When you put your money to work for you, you’ll have the peace of mind that comes with true financial freedom. Our priority is to help you get there.

Create, build and expand wealth
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PrimeWay Build Wealth Features
Create, build and expand wealth
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PrimeWay Investment Resources Products

Building Wealth FAQs

How much do I need to save for retirement?

The amount you need to save should be based on your current income and your retirement goals. Many people aim to have investment income of about 75% of their pre-retirement income per year.

What’s the best strategy to build wealth?

The best strategy to build wealth is to invest early and often. When you’re young, you can afford to take risks and benefit from compound interest.

How can I protect my assets and my family?

You can protect your assets and your family by regularly reviewing your investments and asset allocation and putting fail-safe measures in place to protect you from large fluctuations in the market.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor and separate entity from LPL Financial. PrimeWay Federal Credit Union and PrimeWay Investment Resources are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PrimeWay Investment Resources and may also be employees of PrimeWay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PrimeWay Federal Credit Union or PrimeWay Investment Resources. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

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