ESOPs: A Practical Ownership Strategy for Founders Who Think Long-Term
ESOPs: A Practical Ownership Strategy for Founders Who Think Long-Term
Section 1042 Plans: A Thoughtful Exit Strategy for the High-Net-Worth Founder
Section 1042 Plans: A Thoughtful Exit Strategy for the High-Net-Worth Founder
Net Unrealized Appreciation (NUA): Turning Employer Stock Into a Tax-Smart Windfall
Net Unrealized Appreciation (NUA): Turning Employer Stock Into a Tax-Smart Windfall
Eligibility and Entry Date Errors in 401(k) Plans
Eligibility and Entry Date Errors in 401(k) Plans
Spousal Lifetime Access Trusts (SLATs): Giving Wealth Away Without Losing Control
Spousal Lifetime Access Trusts (SLATs): Giving Wealth Away Without Losing Control
Our Very Own Matt Waters Was Featured in The Daily Upside!
Our Very Own Matt Waters Was Featured in The Daily Upside!
When 401(k) Contributions Are Late: Why Timeliness Matters
When 401(k) Contributions Are Late: Why Timeliness Matters
Grantor Retained Annuity Trusts (GRATs): Freezing Wealth for the Next Generation
Grantor Retained Annuity Trusts (GRATs): Freezing Wealth for the Next Generation
When Employer Contributions Go Wrong in 401(k) Plans
When Employer Contributions Go Wrong in 401(k) Plans
Donor-Advised Funds: A Strategic Tool for High-Net-Worth Philanthropy and Tax Planning
Donor-Advised Funds: A Strategic Tool for High-Net-Worth Philanthropy and Tax Planning
When 401(k) Plans Fail ADP/ACP Testing: What It Means and How to Fix It
When 401(k) Plans Fail ADP/ACP Testing: What It Means and How to Fix It
SEP vs. SIMPLE vs. 401(k): A No-Nonsense Guide for Business Owners Who Want to Do Retirement Right
SEP vs. SIMPLE vs. 401(k): A No-Nonsense Guide for Business Owners Who Want to Do Retirement Right
Unlocking the Mega Backdoor Roth
Unlocking the Mega Backdoor Roth
Estate Planning Trusts for High-Net-Worth Families
Estate Planning Trusts for High-Net-Worth Families
Cash Balance Plans: The Retirement Strategy You’re Probably Missing
Cash Balance Plans: The Retirement Strategy You’re Probably Missing
Optimizing Tax Strategies Through Cost Segregation: A Framework for High-Net-Worth Real Estate Investors
Optimizing Tax Strategies Through Cost Segregation: A Framework for High-Net-Worth Real Estate Investors
Your Prime Capital Financial Denver Team
The financial advisors at Prime Capital Financial Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
What we can do for you
By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk; you can feel more confident. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.
8480 E Orchard Rd #6900 • Greenwood Village, CO 80111
Toll Free: 1 (800)-493-6226 • Local: (303) 771-2700 • Fax: (303) 771-2701
Our Services
- Wealth Management
- Financial Consulting
- Financial Planning
- Retirement Planning
- Tax Loss Harvesting
- Helping to Reduce Taxable Income
- Managing Investments
- Estate Planning & Trusts
- Helping to Reduce Capital Gains Tax
- Access to Private Investments
- Business Services
- 401(k) Plan Management
When is the last time you updated your plan?
Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser.
PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211.PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.
