How to Avoid Vesting Errors in 401(k) Plans
How to Avoid Vesting Errors in 401(k) Plans
HSA vs. FSA 2026: Key Differences, Contribution Limits, and How to Choose
HSA vs. FSA 2026: Key Differences, Contribution Limits, and How to Choose
Plan Document Failures: The Hidden Risk in 401(k) Plans
Plan Document Failures: The Hidden Risk in 401(k) Plans
Pretax vs. Roth: What’s the Difference, and Which One Is Better for You?
Pretax vs. Roth: What’s the Difference, and Which One Is Better for You?
Non-Qualified Deferred Compensation: How It Actually Works (and Why Equity Alone Isn’t Enough)
Non-Qualified Deferred Compensation: How It Actually Works (and Why Equity Alone Isn’t Enough)
401 (k) vs. IRA: What’s the Difference and Which One Is Right for You?
401 (k) vs. IRA: What’s the Difference and Which One Is Right for You?
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
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!
This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
