What does that mean to us? Well, we’ve been working with clients long enough to understand what they’re looking for when they come to a financial advisor. In addition to more nuanced individual goals, we know that you want to live your ideal lifestyle, protect your family and leave a legacy for the those you love. As a fiduciary firm with your best interests in mind, our goal is to position you properly to reach each of your goals by identifying your objectives and connecting you with the appropriate tools to help. We know you have good intentions, and we want to give you the direction to bring those intentions to life.
Comprehensive Financial Planning
Generational Wealth Planning
Strategic Investment Management
Retirement Income/Distribution Planning
Business Succession Planning
The Destination-Driven Process
Though results and plans may vary with each client and their unique goals, our process and our approach never change. We use the Destination-Driven Process to assess your goals, match you with a custom plan tailored to your specific goals and needs, and implement the necessary steps to reach your objectives. As a fiduciary firm, PCIA of the Ozarks then works with you as a partner and teammate and reassess your situation to give you the tools you need to succeed and feel confident as you reach each phase of your financial life cycle.
Bucks N’ Trucks
Welcome to Bucks N’ Trucks featuring Collin Gimlin and Christian Conner with Prime Capital Investment Advisors of the Ozarks. In our opinion, there is not a better time of the year than deer season. We enjoy driving the trucks through the woods, unwinding in nature and the adrenaline when a big buck is in sight. There is one thing, however, that gets us even more excited. That is a well-put-together wealth management plan that leads people to a work-optional lifestyle. So, we decided to pair our two passions together, leading us to Bucks N’ Trucks. We talk about hunting bucks, saving bucks and everything in between while cruising around the heart of the Ozarks in trucks. Hop on in and learn about the power you hold in your financial life with everyday tips you can adopt to strive toward your ideal life. Check out every episode of Bucks N’ Trucks now!
Are you confident in your current financial plan?
Fill out the form below, and we’ll be in touch shortly!
"*" indicates required fields