Prince Financial Services specializes in helping families and closely-held businesses create and implement financial plans. We bring over 80 years of knowledge and expertise to the planning process. With foresight and flexibility, we protect our clients against the ever-changing financial landscape, building and growing their legacy.
Areas of Expertise Include:
- High Net Worth and Generational Wealth Planning
- Closely-held Business Succession and Planning
- Single Stock Executives
- Planning for a Liquidity Event
- Suddenly Single Individuals
- Charitable Planning