About who we are

Premier Investments & Wealth Management (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future. Please let us know if we can be of service to you.

Services

• Retirement Planning


• Risk Management


• Pension Analysis


• College Education Planning


• Estate Analysis


• Business Development


• Fee-Based Investment Services


• Life Insurance

Five Step Planning Program

1. Relationship Building:

It is our goal to get to know every potential client and make sure both parties are compatible with each other.

2. Comprehensive Fact Finding:

It is essential for us to know the background and financial concerns of our clients before offering any financial advice. Any documents or information that is given to us is held in complete confidentiality.

3. Financial Profile:

We are proud to offer our clients an indepth financial profile. The profile allows us and our clients to conceptualize their current financial situation.

4. Plan Implementation:

If our client’s current financial plan does not meet his/her objectives, then we will make several recommendations for change. It is then the client’s choice whether to implement those recommendations.

5. Continued Service:

Financial strategies need to be managed and nurtured. As our clients grow, their needs change. It is our goal to grow with our clients and ensure their objectives will be addressed.