We serve four different types of clients with wealth management services. First, those who are in growth mode as “Emerging Wealth” clients. Typically, these individuals or families are in the early stages of their wealth accumulation, formalizing their financial goals, establishing a financial plan and budget, evaluating and systematically saving into a company-sponsored retirement plan with regular increases toward the goal of maxing out, managing debt and building savings for emergencies, and potentially funding education for their children.
Wealth Management
at Prime Capital Financial Little Rock
Clients with “Established Wealth” have built and are still accumulating a respectable nest egg and may want to retire in the next 10 to 15 years. The strategic focus at this stage may include serious discussions about retirement income and distribution planning, how Social Security and Medicare play into long-term goals, estate planning, tax strategies and considerations around long-term care.
“High Net Worth” and “Ultra-High Net Worth” clients share common concerns with respect to funding life events, retirement planning and growing wealth, with additional considerations around alternative investment opportunities, risk management, tax mitigation tactics, generational wealth transfer and succession planning. Special attention is given to advanced estate planning, efficient tax strategies, asset protection, insurance, personal protection services and more.
Services
Helping you reach the Pinnacle of your Mountain, one step at a time.
Beginning with a team approach, Prime Capital Financial Little Rock uses its entire collection of resources and connections to create a custom financial plan tailored to your objectives. Working with families, business owners and individuals, we pride ourselves in our ability to provide the highest level of service, no matter how complex your needs. Simply by understanding your goals, we’re prepared for any questions you may have when it comes to finance, and we stand next to you, not as coaches, but as teammates to help you design a financial roadmap with your vision as the destination.
