Prime Financial Strategies, Inc

Prime Financial Strategies, Inc Prime Financial Strategies is based in Colorado Springs and helps individuals and their families organize goals to create a path toward financial success

PFS is an independent full-spectrum financial, retirement, and estate planning firm. As a multi-generational family business, we have the perspective to be "Your Family Financial Firm". Our goal is to be the last financial professional you ever hire; to be trustworthy enough for you to refer your parents and children. Whether you are a young beginner, working accumulator, pensioner and retirement

income taker, or legacy granter, PFS has the knowledge and experience to help you create a plan and stay on track. As an independent firm, our goal is not to push product, but rather to provide the knowledge and understanding necessary for you to choose what is right for your future. We strive to find clients that are engaged and enthusiastic; those that want to take an active role in the most important aspect of their future: personal financial security. Financial Planning and Consulting Services offered through Prime Financial Strategies, Inc. (PFS), a Registered Investment Advisor. Securities and Investment advisory services offered through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Adviser. PFS and Cetera Advisors are separate and unrelated companies.

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

During the Day on the Hill, Leah and Neil met with 4 legislative offices. These mostly take place with legislative ai...
05/21/2026

During the Day on the Hill, Leah and Neil met with 4 legislative offices. These mostly take place with legislative aids that report back to our Representatives and Senators. We had 5+ constituents in his office, so Representative Jeff Crank took the time to attend and listen to our explanation of issues that affect our clients and industry.

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

Leah and Neil in front of the US Treasury! They are with NAIFA for the Congressional Conference, advocating for you! ...
05/18/2026

Leah and Neil in front of the US Treasury! They are with NAIFA for the Congressional Conference, advocating for you!

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t ...
05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—...
05/11/2026

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—and influence how long the Fed stays on hold. CIO Gene Goldman breaks down what to watch and why it matters for markets in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

6745 Rangewood Drive Suite 200
Colorado Springs, CO
80918

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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