Our Services

At Prime Financial Services, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

College Planning

  • Personality and Career Assessment Testing
  • Career Planning Research
  • SAT and ACT Prep Programs
  • College Admission Strategy Plan
  • Calculation of EFC (Expected Family Contribution)
  • Assistance with College Search
  • Application Process Assistance
  • College Visit and Interview Preparation
  • Award Letter Review and Appeal Assistance
  • College Loan Review

Products and services provided by Prime Educational Services, Inc.www.primeeducationalservices.com
Prime Educational Services, Inc. is not affiliated with or endorsed by Questar Capital.

Tax Planning

  • Relocation Tax Issues
  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns
  • State Tax Return Preparation
  • Federal Tax Return Preparation
  • Business Tax Planning
  • Business Start Up, Counsel and Corporate Taxes

Products and services provided by Donna W. Forsyth, CPA www.countonyourcpa.com
Tax services provided by Prime Certified Accounting, Inc. is not affiliated with Questar Capital.