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.
Kameron J. Carlson
CFP® MBA
Financial Planner
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CERTIFIED FINANCIAL
PLANNER™
practitioner -...
Nancy A. Carlson
CFP®
Financial Planner
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CERTIFIED FINANCIAL
PLANNER™
practitioner -...
Jimmy May
CFP®
Partner & Senior Financial Advisor
OUR SERVICES
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)
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.
Risk Management
As part of your plan we always hope for the best, but plan for the unseen.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.