Primas Financial Planning
Fee-only firm working with young professionals and first-generation individuals and families. We assist you in building wealth, achieving your objectives, and making informed financial decisions.
Here’s what sets Primas Financial Planning apart:
- NO income or investment minimums required to become a client
- Flexible engagement times tailored to your schedule
- We do not sell products or earn commissions from referrals
- Fiduciary financial planner that will always prioritize your best interests
Examples of clients that we work with:
- Individuals with irregular income seeking tax optimization strategies
- Nonprofit professionals seeking to ensure they are on track for retirement
- Couples combining income for the first time
- High-income earners seeking advice for the first time in non-judgemental environment
- First-time homebuyers wanting a structured financial plan
We also offer tax planning and tax preparation. Please visit our website for more information and to book your free consultation: www.primasfp.com
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.