How We Work

Who We Serve

PrimeGate Financial works with professionals, business owners, and individuals who seek clarity around income protection, tax efficiency, and long-term financial strategy.

Our Role

PrimeGate Financial acts as your strategic partner—providing education, analysis, and coordinated planning. We guide the process, align solutions with your objectives, and collaborate with licensed carriers and institutions for implementation.

Solutions & Plan Implementation

When insurance-based strategies are appropriate, solutions are offered through our affiliated financial institution partners listed below and implemented by properly licensed financial professionals. When real estate–based strategies are suitable for diversification or funding purposes, transactions are facilitated through Edge Home Finance Corp. This integrated approach ensures regulatory compliance, professional oversight, and a coordinated, client-focused experience.

Collaboration Philosophy

We complement the work of CPAs, attorneys, and other advisors. Our role is to identify gaps, design strategies, and support coordinated implementation.

Client First Statement

Recommendations are made based on suitability, regulatory guidelines, and long-term client objectives—not product quotas.