Why Priva?
Priva Financial is an innovative financial services and financial advisory company. Priva Financial is on the mission of providing cutting edge investment solutions and advice to investors - both to the mass affluent and directly to institutions through a tailored consultative service.
Our Approach
Tailored Solutions.
At Priva Financial we believe that one-size-fit-all is not the right approach. Each individual, small business, or corporation have their own requirements and goals to meet. We provide financial services, advice, and solutions to clients tailored to their unique needs. We are not captive to any firm so the solutions we pick and recommend are based on each product's strengths and keeping your best interests in mind.
Financial Needs Analysis
Reach Your Financial Goals.
We provide a free Financial Needs Analysis (FNA) based on the information provided and we will identify solutions and strategies that could:
- Address your current concerns
- Fill potential gaps
- Minimize your tax exposure
- Reduce your investment risk
We are licensed in most of the states in the US.
Call us to schedule your free consultation at 972-884-0224
Our Services
Diversified Product Portfolio. One Stop Shop.
We can advice and help you with:
- Worry Free Retirement Planning
- Kids Education Savings
- Tax Saving Investments
- Oil & Gas Investments
- Land Banking
- Commercial Real Estate Notes
- Will & Trust
- Group Life Insurance
- Group Health Insurance
- Indexed Universal Life Insurance
- Guaranteed Universal Life Insurance
- Term Life Insurance
- Final Expense Life Insurance
- Guaranteed Issue Life Insurance
- Mortgage Life Insurance
- Key Person Life Insurance
- Index Annuities
- Fixed Annuities
- Medicare Supplement
- Medicare Advantage
- Self-Directed IRAs / 401ks
- Private Foundation Corporation or Trust
- Charitable Remainder Trust
- Donor-advised Fund
- Family Limited Partnership
- and more!
We are licensed in most of the states in the US.
Call us to schedule your free consultation at 972-884-0224
