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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.

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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. 

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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