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Plan to Dream Big

Charting your course to financial success should be simple, free from jargon and distraction. We get it. And we've got you.

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Who We Serve

Personalized guidance for individuals, families, plan sponsors, and participants—backed by decades of experience and national resources.

Individuals & Families

Personalized advice to support your investments and retirement goals.

Start Planning Your Future

Plan Sponsors

Design and manage compliant retirement plans with confidence.

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Plan Participants

Maximize your retirement benefits with simple tools and guidance.

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We Believe in Putting People First. No Exceptions.

Financial success looks different for everyone. Since 1985, our firm has grown to deliver innovative wealth planning solutions for families, executives, professionals and business owners, and cutting-edge retirement plan consultation for plan fiduciaries, human resources professionals and financial officers. We partner with our clients to help ensure they are informed and feel confident in their financial future. As fiduciaries, we are only successful when our clients are successful. Led by advisor-owners with a personal stake in your success.

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What Our Clients Have to Say

“

We do business with people that we know, like and trust. Eric took an interest in my life, my goals—he’s a teacher who breaks complex ideas into bite-size pieces.... [He gives] me that sense of peace, stability, and confidence.

Ryan JohnsonPrime Capital Financial Client
“

Sean genuinely took the time to get to know us—not just where we are now, but where we’re headed. We know our finances are in safe hands, but more importantly, we know Sean has our best interests at heart. There’s a comfort in that.

Laura & Chris HudnallPrime Capital Financial Clients
“

What sets Katie apart is not just her technical expertise, but also her commitment to transparency and client education. Every question I have is answered patiently and thoroughly. I always feel empowered to make well-informed decisions, never pressured or rushed.

Dr. Constance M. YoungbloodPrime Capital Financial Client

The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client.  Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

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Featured Resources

Retirement Calculator

See how your money could grow in retirement with our free, easy-to-use calculator—no guesswork, just clarity.

Learn More about our retirement calculator

Setting Your Student Up for Success

Start with a solid foundation—download our free brochure packed with smart, practical tips to help young adults take control of their financial future.

Download Setting Your Student Up for Success PDF

Taxes & Living in Retirement

Download our free brochure to uncover smart strategies for minimizing taxes and maximizing income in retirement.

Download Taxes & Living in Retirement PDF
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Featured Events

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Analyzing Employer and Employee Challenges to Forge a More Connected Workplace

Analyzing Employer and Employee Challenges to Forge a More Connected Workplace

Plan sponsors - join us for an overview of our 5th annual Voice of the…
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Qualified Plan Fiduciary Summit

Qualified Plan Fiduciary Summit

Prime Capital Retirement is taking the Qualified Plan Fiduciary Summit on the road to Dallas…
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Income in Retirement – Building a Reliable Financial Foundation

Income in Retirement – Building a Reliable Financial Foundation

Retirement planning doesn’t stop once you leave the workforce—managing your income in retirement is just…
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Blog, News & Information

As part of Prime Capital Financial’s educational community outreach, our blog helps you learn more about retirement and financial principles that can help you achieve greater financial success in life.

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Gen X Clients Need Help Saving for Retirement. What’s The Cure?

Gen X Clients Need Help Saving for Retirement. What’s The Cure?

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Markets are experiencing ‘optimism fatigue,’ strategist says

Markets are experiencing ‘optimism fatigue,’ strategist says

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Prime Capital Financial uses its latest acquisition to launch tax advisory service

Prime Capital Financial uses its latest acquisition to launch tax advisory service

Read More

Events

From educational webinars to in-person conferences, our team is constantly on the move, getting together with our communities to discuss the latest industry developments.

Our Events

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Resources: White Papers, Brochures & Flyers

Explore our comprehensive resource center, where our financial expertise is available to empower you with the knowledge and tools needed to navigate your financial journey with confidence.

Resources

Accolades & Recognition

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