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Estate & Legacy Planning at PCIA North Texas

No one likes to think about what will happen after they are gone, but one of the most important and loving things you can do for your family is to create a transparent multigenerational wealth plan, including all of the legal estate planning documents required to carry out your wishes and pass on wealth in the most tax-advantaged manner possible. Alongside your estate attorney, we will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will and/or trusts, providing regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones, such as subjecting them to the costs and delays of probate court. In many cases life insurance can provide a tax-free benefit to your family members in the event of your passing if they are named as beneficiaries. Insurance can also be utilized for more complex legacy plans including trusts which attorneys can create for your estate if needed. We can partner with your estate attorney or bring one of our partners to the table for you.

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Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality.

Individuals & Families

Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.

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Business Solutions

Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.

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What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

Get Your Risk Number Now!

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

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Let’s Discuss Your Plan

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092