• Carefully analyzing your financial situation and identifying areas that may need attention
• Providing you with investment and financial information/education alternatives that will support your financial and estate planning strategies
• Providing periodic reviews of your investments and financial and estate planning objectives to ensure continued progress toward your goals as your situation may change over time
• Working with your other financial and estate planning advisors to ensure your planning is fully coordinated for the best opportunity in meeting all your goals
• Providing a wide variety of investment alternatives to meet your specific objectives

• Advisory or fully managed investment accounts
• Grantor/Living Trust Accounts
• Revocable and Irrevocable Trust Accounts
• Charitable Trust and Foundation Accounts
• Estate settlements & Testamentary Trust Accounts

• Stocks, Bonds, Mutual Funds, CDs
• Bill paying services
• Farm management services
• Consolidated Tax Worksheet & Statements
• Traditional and Roth IRA accounts

Brokerage services provided by PRIMEVEST Financial Services, Inc. an independent, registered broker/dealer and registered investment adviser.  Member SIPC/FINRA.  Securities and insurance products offered by PRIMEVEST: *Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency.
 
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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.