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 August 2026. Read more here:
09/02/2026

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

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

Neil discusses the importance of vigilance as technology continues to advance scams and fraud.  What seems legitimate ma...
08/27/2026

Neil discusses the importance of vigilance as technology continues to advance scams and fraud. What seems legitimate may not be and what seams real may be an AI synthetic creation.

Neil discusses the importance of vigilance as technology continues to advance scams and fraud. What seems legitimate may not be and what seams real may be an AI synthetic creation.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

Read the latest issue of Financial Watch here:
08/20/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and...
08/18/2026

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and increased debt issuance. In the Cetera Investment Management Team's latest commentary, they break down what's behind the move, the impact on portfolios, and why we view higher yields as a compelling opportunity for long-term investors.
Read the full commentary:

We're in the Temperamental Era and bonds are the ones having the tantrum. The Temperamental Era is our term for a market that trades on headlines, not trends.…

A busy week of economic and corporate data will provide important insight into the forces shaping the markets.Housing st...
08/17/2026

A busy week of economic and corporate data will provide important insight into the forces shaping the markets.
Housing starts, the Fed’s meeting minutes, weekly jobless claims and earnings from several major retailers will offer timely indicators on home demand, interest-rate expectations, employment and consumer strength.
Join Chief Market Strategist Brian Klimke on this week’s episode of as he examines the key developments investors should monitor and whether recent market momentum can continue.

“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...

Leah and Neil spent a wonderful few days at Cetera's Connect2Peers conference, learning from fellow advisors and Cetera'...
08/12/2026

Leah and Neil spent a wonderful few days at Cetera's Connect2Peers conference, learning from fellow advisors and Cetera's Wealth of Knowledge and Experts. Here they are with Cetera's Chief Investment Officer, the legendary Gene Goldman! He's got a great sense of humor too!
***Congratulations on the baby twins !***

Read the latest issue of Retire Wise here:
08/11/2026

Read the latest issue of Retire Wise here:

Grandparents looking for new ways to support their grandchildren's education have reason to pay attention this year. In this month's Retire Wise, learn about…

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6745 Rangewood Drive Suite 200
Colorado Springs, CO
80918

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

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