What does that mean to us? Well, we’ve been working with clients long enough to understand what they’re looking for when they come to a financial advisor. In addition to more nuanced individual goals, we know that you want to live your ideal lifestyle, protect your family and leave a legacy for the those you love. As a fiduciary firm with your best interests in mind, our goal is to position you properly to reach each of your goals by identifying your objectives and connecting you with the appropriate tools to help. We know you have good intentions, and we want to give you the direction to bring those intentions to life.
What We Do
We create custom plans that drive future decisions, especially when emotions cannot. Those plans take into account each aspect of your financial situation and look to accomplish all of your goals in a tax-efficient manner, from growth to protection and sustained retirement income. As a fiduciary firm, we have the moral and legal obligation to address each of your needs with your best interest at the forefront, giving you peace of mind and allowing you to spend more time doing what you love on an ongoing basis. Here is a list of services we provide to help you finance your passions and lifestyle for the long term.
Comprehensive Financial Planning
Generational Wealth Planning
Strategic Investment Management
Tax Planning
Retirement Income/Distribution Planning
Private Equity
Business Succession Planning
Estate Planning
Social
Security
Planning
Insurance Planning
Risk Management
Company Retirement
Plans
Who We Serve
We serve individuals and families, businesses, and institutions. We also have access to deep resources through Prime Capital Financial which allow us to easily scale up to provide white glove family office services to high-net-worth multigenerational families with complex financial needs.
Personal Financial Plans for Individuals & Families
Family Office for HNW
Services for Business Owners & Entrepreneurs
Institutions
As FEATURED In:
What is YOUR Risk Number?
Many people have assumptions about how much risk they can tolerate, but in a down market, they may find out that their assumption doesn’t match reality. 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. Once we have your Risk Number, Prime Capital Financial Ozarks uses this information to assemble your plan, working to help you take advantage of opportunities while providing a level of peace of mind that matches your actual comfort with market risk.
The Destination-Driven Process
Though results and plans may vary with each client and their unique goals, our process and our approach never change. We use the Destination-Driven Process to assess your goals, match you with a custom plan tailored to your specific goals and needs, and implement the necessary steps to reach your objectives. As a fiduciary firm, Prime Capital Financial Ozarks then works with you as a partner and teammate and reassess your situation to give you the tools you need to succeed and feel confident as you reach each phase of your financial life cycle.
The Prime Capital Financial Ozarks Team
The CFP® Difference
Our team is the heartbeat of our firm, upholding our philosophies, acting in a fiduciary capacity, and ensuring that each of our clients are treated to the highest standards of service. We are students of the market, knowing that there are always learning opportunities to help us improve your standing, but we’re also historians with a strong grasp on previous trends and patterns. We also know that our clients aim to reach financial independence, so we guide them with the right direction and proper tools so they can reach that independence.
Each of our advisors has obtained their CERTIFIED FINANCIAL PLANNER® designation. In order to obtain a CFP® designation, a candidate must hold a bachelor’s degree or higher in any discipline from an accredited university, complete coursework on financial planning, pass the two-day exam which lasts three hours each day, and complete either 6,000 hours of professional experience related to the financial planning process or 4,000 hours of apprenticeship experience that meets additional requirements. CFPs must also pass a background check and sign a fiduciary code of ethics, pledging to work only in their clients’ best interests at all times.
Bucks N’ Trucks
Welcome to Bucks N’ Trucks featuring Collin Gimlin and Christian Conner with Prime Capital Financial Ozarks. In our opinion, there is not a better time of the year than deer season. We enjoy driving the trucks through the woods, unwinding in nature and the adrenaline when a big buck is in sight. There is one thing, however, that gets us even more excited. That is a well-put-together wealth management plan that leads people to a work-optional lifestyle. So, we decided to pair our two passions together, leading us to Bucks N’ Trucks. We talk about hunting bucks, saving bucks and everything in between while cruising around the heart of the Ozarks in trucks. Hop on in and learn about the power you hold in your financial life with everyday tips you can adopt to strive toward your ideal life. Check out every episode of Bucks N’ Trucks now!
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