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
Schedule a Consultation
PrimeWay Build Wealth Features
Create, build and expand wealth
Schedule a Consultation

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.

Related Resources

When It's Worth the Money to Talk to an Accountant

Millions of individuals hire certified public accountants to help them with their tax situation. Here are...

Read More
The Struggle of Finding a Job After College… and Other Life Lessons in Cali

Even though I thought I had a fool proof plan, moving to California taught me that there is no such thing as...

Read More
5 Simple Ways to Cut Your Grocery Bill in Half: Family Savings 2025

Save money on groceries in 2025 with these 5 proven tips. Save 50% or more on your weekly shop. Reduce your...

Read More
3 Quick Tips About Investing

Entire books could be (and have been) written on how to understand the way experts talk about the stock...

Read More
HELOC Guide: What You Should Know Before Applying

Discover everything you need to know about Home Equity Lines of Credit (HELOCs) before applying. Learn about...

Read More
Coverdell ESA vs. 529 Plan for Texans: Which Fits Your Needs?

Texans: Compare Coverdell ESAs and 529 Plans to find the best education savings option for your child....

Read More
Business Loan Complete Guide: What it Is and How it Works

Trying to get your business off the ground or looking for additional funds to help you meet business goals?...

Read More
No Vacation Budget? 29 Affordable Staycation Ideas in Houston!

No vacation budget? No problem! Discover 29 fun and affordable staycation ideas to explore Houston like a...

Read More
Can the Sandwich Generation Retire With Sanity (and Savings) Intact?

You might not be able to approach retirement in the same way as your parents, or even your peers, but your...

Read More
Chase vs. Bank of America: Find the Better Banking Option

In-depth comparison of Chase, Bank of America. Discover the best financial institution for your needs based...

Read More

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

 

Welcome Back!