No list of services is complete at Prime Capital Investment Advisors, because we build our financial plans and investment advice based around your life’s ambitions. As one of the nation’s largest fee-based financial advisory firms, we have access to vast resources that we utilize in a unique collaborative approach on your behalf. Our strategies and services are tailored to your goals, your situation and your needs. These are just some of the services we provide:
Our Services: How We Help
Individuals and Families
- Wealth-Management Services
- Tax-Advantaged Investing Strategies
- Risk-Management Strategies
- Estate & Legacy Planning
- Alternative Investments
- Financial Planning for Individuals and Businesses
Business and Business Owners
- Qualified Retirement Plan Services
- Plan-Benchmarking Services
- Executive Bonus Plan Implementation
- Cash Balance Plan Implementation
- Non-qualified Plan Solutions
Get to Know the Team at Prime Capital Investment Advisors in North Texas
We are a diverse team of financial advisors and each of us offers a specialized focus to our clients in North Texas and the Dallas/Ft. Worth area. Our collaborative approach with the national Prime Capital team helps ensure you get tailored advice from multiple professionals.
Your Life, Your Goals, Your Future
What is your dream? Let’s put it down on paper and get to work. Our financial advisors work in tandem as a team with multiple professionals to devise a custom plan for you based on your unique situation and objectives.
