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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.

Learn More

Calculators

You can review interesting calculators on our site.

Contact Us

Please feel free to contact us with any questions.

Videos

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

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 -...

Smiling man in suit jacket

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. 

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Offers practical holiday shopping tips to save time and money.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine how soon you can pay off your mortgage.

How much Disability Income Insurance do you need?

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