PCIA of the Ozarks leads with a client-first mentality, always providing customized, personalized service with your goals in mind. We aim to bring a balance to your financial situation and your portfolio, relieving you of pressure as you try to fund your dreams. We’re proud to be a holistic planning firm, meaning that we can take care of all of your needs with our list of services, no matter your goals. We can assess your tolerance for risk and take action based on how you prioritize growth and protection, an approach that lends itself to an all-encompassing, destination-driven planning process.
What We Do
Comprehensive Financial Planning
Comprehensive Financial Planning
We provide a fully customized planning experience for each client that accounts for both the current situation and the desired destination, giving you personal access to a road map for your life.
Generational Wealth Planning
Generational Wealth Planning
We know your wealth is meant to protect those most important to you. We can help you create a plan to grow, protect and pass that wealth as tax-efficiently as possible, bringing peace of mind to your loved ones.
Strategic Investment Management
Strategic Investment Management
We’re students of life and the financial services industry, but we’re also well-versed in trends and investing strategies. We can help you find the right balance for your investments based on your unique goals.
Tax Planning
Tax Planning
Part of a complete, holistic financial plan is a strategy to keep as much of your hard-earned money as possible. We study and employ little-known tax strategies to help you pay your fair share and nothing more.
* This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information to their situations.
Estate Planning
Estate Planning
A difficult conversation to be sure, there’s no denying the importance of an estate plan. A well-designed estate plan can give you decision-making power and give your loved ones the proper space to grieve.
Private Equity
Private Equity
PCIA of the Ozarks has exclusive access to investment funds that are not publicly traded. That gives our clients unique investing opportunities that may be better suited for their goals and appetite for risk.
* Under Private Equity square, add an asterisk and add the following disclaimer – Private Equity may require accredited and/or qualified status. Please visit www.sec.gov for further information
Business Succession Planning
Business Succession Planning
Your business is part of your legacy, and it should never stop moving, even when you have to give up the reins. We can help you devise a plan that allows you to hand-select your successor for your business.
Retirement Income/Distribution Planning
Retirement Income/Distribution Planning
Retirement comes in two phases: accumulation and distribution. It’s important to have a plan to preserve and maintain your funds in the distribution phase to fund your near and distant future.
Social Security Planning
Social Security Planning
Social Security figures to be one of your most important benefits in retirement. We can help you create a plan to fund your lifestyle and maximize your Social Security payments for the long-term.
Insurance Planning
Insurance Planning
No longer is insurance solely for the worst-case scenario. Now, life insurance solutions can be used as a non-correlated asset class to provide benefits to both you and your family during your lifetime.
Risk Management
Risk Management
A large portion of your investment strategy will be determined by your tolerance for risk. If it’s low, we can still find solutions that offer the potential for growth and help you fund your retirement.
Company Retirement Plans
Company Retirement Plans
Your business is propelled by your employees, and you’re more likely to retain your employees with an effective retirement plan. We can help you implement a plan that aligns with your firm.
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?
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Are you confident in your current financial plan?
Fill out the form below, and we’ll be in touch shortly!
Contact Us
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