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CREATING A FINANCIAL PLAN FOR 

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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ACHIEVING SUCCESS BY

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Calculators

You can review interesting calculators on our site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

Videos prior to 12/15/22 provided by PFS, RIA after that date provided by PCIA, RIA.

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OUR TEAM

You have questions about financial matters? We have answers. Kameron and Nancy Carlson of Prime Capital Financial of Sioux Falls, SD have been advising clients since the 90’s. Both Kameron and Nancy are CERTIFIED FINANCIAL PLANNERS™ Professionals.

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Kameron J. Carlson

CFP® MBA

Financial Planner

  • CERTIFIED FINANCIAL
    PLANNER™
    practitioner -...

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Nancy A. Carlson

CFP®

Financial Planner

  • CERTIFIED FINANCIAL
    PLANNER™
    practitioner -...

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Jimmy May

CFP®
Partner & Senior Financial Advisor

OUR SERVICES

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Financial Planning

It all starts with a plan. After we get to know your situation we merely suggest what we would do in your  position. We use the team approach with your other professional advisors (legal, accountant, tax preparation)                                                                                                    

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Wealth Planning

We manage your money according to your level of risk tolerance and station in life after thoroughly explainingthe pertinent facts. Implementation occurs whenyou are comfortable and understand the investment theory.

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Risk Management    

As part of your plan we always hope for the best, but plan for the unseen. 

HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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