Create, Build and Expand Wealth

Financial planning is an important priority in today’s world. However, knowing that you need a financial plan doesn’t mean you’re able to build your own custom plan.

PrimeWay Investment Resources financial consultants will work with you to design and build a customized financial plan aiming for you to create, build and expand your wealth. This is the first step toward pursuing a more secure future for both you and your family.

Creating a solid financial plan doesn’t come naturally to everyone—planning for your retirement, managing investments, determining life insurance needs and all the other financial management decisions. That’s why our team of experienced financial consultants are available and prepared to assist you.

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financial-planningBuilding a Financial Plan

You want to plan for the future, not the past. Having a plan for your financial future is one of the most important things you can do for your life, and we understand it is one of the most complex. PrimeWay Investment Resources will help you to develop and implement a financial plan based on where you are today, and what you want your money to do now and in the future.

retirement-planningSaving for Retirement

It is never too early to start your retirement savings. For many, there are many questions about how much to save, and whether you can afford your retirement dreams. No matter what stage of life you are in, we take the time to understand your lifestyle, where you are now and where you want to go. We take the guesswork out of planning your retirement by providing you counsel and custom retirement solutions.

long-term-planningLong-Term Planning

You’re unique and when it comes to planning for the future, there is no such thing as one-size-fits-all. You have needs that are important for you, and we understand this—our financial consultants provide complimentary consultations and craft customized strategies tailored to your specific needs. At PrimeWay Investment Resources, we have the knowledge and experience to plan for both expected and unexpected wealth management issues.

college-savingsSaving for College

With the cost of a college education continuing to rise, having a savings plan in place can help give your children or grandchildren a great start in life. A college degree can help open new opportunities and a better quality of life, and it is never too late—or too early—to plan for college. We will help you determine what you need to save and the right products to help you accomplish your college savings goal.

insurance-planningPlanning for the Unexpected

Ensuring that you have protection for your family and assets to plan for the unexpected is important. Your insurance needs change as your family, assets and investments change. We can help you create an insurance plan that supports your life. Not sure what type or how much insurance you need? Let our experienced professionals help you select the right plan for you.


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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 AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value
Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value