Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent. The new Primerica has emerged as one of the most dynamic companies in business today. We are now the largest financial services marketing firm in North America.

We help people define who they are as an investor. Most people don't really know what their investment philosophy is because they are confused by the vast amounts (or conflicting) information available to them.

Our goal is to gain your trust by giving you the tools to build confidence in yourself. This way you have power over your own money and can find the best financial solutions to meet your goals.

We don't have a cookie-cutter solution that we apply to all of our clients. We spend the time to work with clients individually to design a program that works for them. 
And it works.

Osprey founder Kasey Claytor and advisor Aaron Wade use an investment methodology based on 50-years of tested economic theory and theyshowcase these methods in a series of classes and workshops designed to walk investors through graduating levels of understanding about financial planning and portfolio management.

At Osprey Money Management, we're dedicated to providing educated, experienced counsel to individuals interested in all aspects of financial planning, investment, and portfolio management.

Strategic Financial Planning: Craft a roadmap for your financial future with our experts who specialize in creating personalized financial plans tailored to your unique circumstances and goals.

Investment Management: Make informed investment decisions with the guidance of our experienced professionals. We offer strategic advice and continuous monitoring to optimize your investment portfolio.

Tax Optimization: Minimize tax liabilities and maximize returns with our tax planning and optimization services. Our experts stay abreast of the latest tax regulations to ensure you capitalize on available opportunities.

Estate Planning: Safeguard your legacy and ensure a smooth transition of assets through our comprehensive estate planning services. We work closely with you to create a customized plan that aligns with your wishes.

Risk Management: Mitigate financial risks with our proactive risk management strategies. Our team assesses potential risks and develops plans to protect your assets and financial well-being.