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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.

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. 

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much would your monthly lease payment be?

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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