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Services We offer

Financial Needs Analysis

A complimentary Financial Needs Analysis (FNA) reveals your current financial standing and prepares you for the future. We then tailor a comprehensive, custom strategy to help you achieve your financial goals and dreams.


  • IRAs (Roth, Traditional, Beneficiary)

  • Mutual Fund Investments7

  • Managed Investments8

  • Small Business Solutions

  • Individual 401(k) Programs & Solo (k) Programs

  • Qualified Business Retirement Programs    (401(k), SIMPLE, SEP)

  • 457 & 403(b) Programs

  • Education Savings Plans

  • College Savings Plans

  • Annuities


Term Life Insurance1

No Paramedical Exam Term Life Insurance


Auto & Homeowners Insurance Referral Program5

Business Insurance Referral Program5

Primerica Senior Healthcare Referral Program5

Complementary Workshops

  • Building Your Financial House

  • How Money Works

  • Marriage and Money

  • Financial Wellness Workshop

  • Seven Biblical Principles for Financial Freedom

  • Investing for Success

  • Investing at Retirement

  • How to Teach Your Kids about Money


Debt Reduction Plan

Smart Home and Security6


Pre-Paid Legal Services3

ID Theft Protection4

1. Underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY), in New York; Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other US jurisdictions; Primerica Life Insurance Company of Canada (Head Office: Mississauga, ON) in Canada. 2. Licensed Primerica representatives may offer long term care insurance from Genworth Life Insurance Company and in New York, Genworth Life Insurance Company of New York. A referral program in which representatives may refer individuals to LTCI Partners, LLC provides long term care insurance from these and other companies. 3. Primerica Legal Protection Program legal protection services are offered by Pre-Paid Legal Services, Inc. dba LegalShield or applicable subsidiary. Primerica representatives are not attorneys, financial or estate planners, or tax advisors. Services and benefit availability may vary by state.. 4. In the United States, ID Theft Defense is offered by contractual agreement between Primerica Client Services, Inc. and Prepaid Legal Services, Inc. d/b/a Legal Shield (“Legal Shield”). ID Theft Defense is a product of LegalShield, and provides access to identity theft protection and restoration services through an exclusive relationship with Kroll. Neither LegalShield nor its officers, employees, or sales associates directly or indirectly provide identity theft protection, restoration services, or advice. 5. Primerica Secure is a personal lines insurance referral program in which representatives may refer individuals to Answer Financial Inc., which offers insurance products and services through its licensed affiliates, including Insurance Answer Center, LLC. Not all insurance products and services are available in all states. Primerica, its representatives and the Secure Program™ do not represent any of the insurers in the program. Not available in Canada, Puerto Rico or Guam. 6. Home automation services (including home security) are offered through a referral arrangement by contractual agreement between Primerica Client Services, Inc. Primerica Client Services Inc., PFSL Investments Canada Ltd., Vivint, Inc. and Vivint Canada, Inc. 7. Securities offered by PFS Investments Inc. Home Office: 1 Primerica Parkway Duluth, GA 30099 8. PFS Investments Inc. (PFSI) is an SEC Registered Investment Adviser DBA Primerica Advisors. PFSI is a member of FINRA and SIPC. SEC registration neither implies nor asserts the SEC or any state securities authority has approved or endorsed PFSI or the contents of this disclosure. In addition, SEC registration does not carry any official imprimatur or indication PFSI has attained a particular level of skill or ability.

In the US (except in NY) term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In NY, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY. Securities are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099, member FINRA []. Advisory Services offered through Primerica Advisors. Primerica Advisors is a trade name under which PFS Investments Inc. conducts its investment advisory business.​

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