Manage, Protect and Preserve Wealth

If you’ve taken time to get your financial future in order, you may be asking: Now what? PrimeWay Investment Resources financial consultants are here to make sure the plan you established is working for you.

It’s important to protect your interests and properly manage your portfolio; we are here to work with you to create a personalized road map that provides flexibility and direction to help you accomplish your long-term goals.

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asset-managementAsset Management

While establishing a financial plan is essential to preparing for your future, it’s equally important your plan fits your needs and continues to grow. That’s where PrimeWay Investment Resources comes in. Using a multi-step approach, our investment professionals offer a comprehensive, integrated service of investment management customized to you.

retirement-planningRetirement Planning

You’ve put a lot of effort into saving for retirement, and we know that a comfortable retirement doesn’t just happen. It takes planning and work to not only build your retirement resources, but preserve and use them effectively. What do you want your retirement to be? We can help you with all of your questions, and together, we can create a retirement plan to help you realize your goals.

insurance-solutionsInsurance Solutions to Protect

At its core, financial management is about preparing for the unknown, which is why insurance is an important part of your strategy. You want to protect what you have and preserve for the future you want. We will analyze your situation objectively to create an insurance strategy tailored to your needs and we can put policies in place to protect and preserve your family's future.

health-care-planningHealth Care

How to pay for unexpected medical expenses can throw a wrench in any financial plan; these expenses are often the missing piece in financial and retirement planning. It is important to think about what could happen should your health decline. We can help you plan for both anticipated and unanticipated health care costs and explore options including long-term care insurance, annuities, life insurance and Health Savings Accounts.


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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