Strategic Financial Wellness for Business Organizations & Families
We help business owners, healthcare organizations, leadership teams and high-income professionals protect, retain top talent, strengthen employee financial wellness, and build tax-advantaged wealth strategies.
We also provide financial strategies for Individual families surrounding Income Replacement, Retirement Planning Strategies, and Home Mortgage Protection.
Providing integrated financial strategies through expertise in corporate finance, real estate & mortgage lending, and advanced life & health planning solutions.
Our Financial Snapshot and Financial Deficiency Analysis helps uncover hidden equity, missed protection, under-leveraged income, and retirement planning inefficiencies.
Strategy first. Solutions second.
Employee Retention Program.
Watch the video for plan details
Keeping your best employees takes more than a paycheck. A properly structured Employee Retention Program can help business owners reward and retain key people by combining Living Benefits protection with retirement-focused strategies such as Fixed Indexed Annuities. The goal is to give valued employees benefits they can appreciate today—financial protection if a serious health event occurs—while also helping them build greater long-term retirement security. For the employer, it creates a more meaningful compensation strategy designed to strengthen loyalty, improve retention, and differentiate your company in a competitive labor market.
Meet Amie Tan, RN, Breast Cancer patient.
Meet Amie Tan, RN, Breast Cancer patient - How Living Benefits helped her during the times that she needed help the most. A real person, a mother, and healthcare professional. Suffered from Critical Illness.
Common Business Owner Challenges
Tax Savings Strategy using Executive Bonus
• Losing key executives without retention strategies
• No formal protection for business continuity
• Tax inefficiencies reducing long-term wealth
• Incomplete retirement and succession planning
• Underinsured owners and leadership teams
• Limited employee financial wellness support
• Missed equity and leverage opportunities
• No strategic review of overall financial structure
Disclosure:
Prime Gate Financial is a marketing name used by Ed Esteban and provides educational and marketing services only. Prime Gate Financial is not a mortgage lender, broker, bank, or insurance company. Ed Esteban is a licensed Mortgage Loan Officer (NMLS #310302) operating under Edge Home Finance LLC (NMLS #891464). All mortgage loans are originated, processed, and funded through Edge Home Finance LLC. Insurance products, including life insurance and annuities, are offered through Freedom Equity Group. Ed Esteban is a licensed insurance agent (CA License #0F98307). Prime Gate Financial does not issue insurance policies or originate mortgage loans.
We help individuals, families, and business owners access education, guidance, and coordination with experienced licensed professionals across mortgage and financial services.
Through established financial institutions and licensed providers, we support clients in exploring strategies and implementing solutions aligned with their goals and applicable regulations.
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Mailing Address
131 Sunset Ave, Ste E-187, Suisun City CA 94585
Call Us
(707) 207-3400
SMS (650) 651.5565
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