Our Business

 

Prehmus Financial focuses on providing clients customized financial strategies designed to help them achieve their particular goals. We want our clients to think about money the right way: to worry less about finances and to focus more on what they enjoy—particularly their families, businesses, and hobbies.

For some clients, Prehmus Financial will provide an investment plan that looks at all the pieces of the financial puzzle. This includes (but is not limited to) retirement planning, IRA optimization, estate planning, risk management, and college funding.

Other clients come to Prehmus Financial for more specialized offerings. For instance, we provide high income clients particular income tax strategies as well as attractive investments in hard assets such as energy and real estate, and we have knowledge at finding ways to optimize and lock-in portfolio income.