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Risk Management to Protect Your Assets

Risk management involves taking a hard look at all the potential adverse circumstances that could arise to negatively impact your finances, and putting policies in place which can shift any possible future financial burden over to an insurance company instead of you, your business, or your family. At PCIA North Texas, we believe that preparation is the key to continued success in the face of any eventuality and today’s innovative insurance strategies can provide multiple benefits in the case of death, disability, need for long-term care, or loss of income. Although none of us likes to think about these things, preparing for them and hopefully never needing them can be the best course. Risk management is about protecting your assets and your loved ones, and it’s an important part of any financial plan.

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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