Approach

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

Northwestern Mutual Planning Horizon
Julie Prince is a Fee-Based Planner
Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.