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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. 

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Describes financial burdens associated with end-of-life care and funerals.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator can help you estimate your annual federal income tax liability.

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