Copy Transcription here. Many people have assumptions about how much risk they can tolerate, but in a down market, they may find out that their assumption doesn’t match reality. Riskalyze helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain. Once we have your Risk Number, PCIA of the Ozarks uses this information to assemble your plan, working to help you take advantage of opportunities while providing a level of peace of mind that matches your actual comfort with market risk.
Welcome From Terry Conner
The PCIA of the Ozarks Team
Our team has decades of experience in the financial services industry, and we put our heads together to simplify and expedite the process of financial planning for you. We believe in a team approach and utilizing our resources to bring you more time, confidence, peace of mind, stability and comfortability. Though we rely heavily on our experience, we’re always open-minded and ready to learn about a new strategy or product that may be advantageous to our valued clients.
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!
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