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The Holistic Financial Plan

At PCIA North Texas, we start by creating a holistic, comprehensive financial plan customized to your unique circumstances, taking your current situation into account as well as your desired future, including your dreams for retirement. A financial plan includes your income, your fixed, variable and discretionary expenses, and your amassed assets, such as your retirement accounts and investments. It includes ways to protect you and your family from financial risks. It includes your estate plan and documents. And it includes ongoing reviews and updates as your life circumstances change.

Let’s Get Started!

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