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Plan to Dream Big

Charting your course to financial success should be simple, free from jargon and distraction. We get it. And we've got you.

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Who We Serve

Personalized guidance for individuals, families, plan sponsors, and participants—backed by decades of experience and national resources.

Individuals & Families

Personalized advice to support your investments and retirement goals.

Start Planning Your Future

Plan Sponsors

Design and manage compliant retirement plans with confidence.

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Plan Participants

Maximize your retirement benefits with simple tools and guidance.

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We Believe in Putting People First. No Exceptions.

Financial success looks different for everyone. Since 1985, our firm has grown to deliver innovative wealth planning solutions for families, executives, professionals and business owners, and cutting-edge retirement plan consultation for plan fiduciaries, human resources professionals and financial officers. We partner with our clients to help ensure they are informed and feel confident in their financial future. As fiduciaries, we are only successful when our clients are successful. Led by advisor-owners with a personal stake in your success.

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What Our Clients Have to Say

“

We do business with people that we know, like and trust. Eric took an interest in my life, my goals—he’s a teacher who breaks complex ideas into bite-size pieces.... [He gives] me that sense of peace, stability, and confidence.

Ryan JohnsonPrime Capital Financial Client
“

Sean genuinely took the time to get to know us—not just where we are now, but where we’re headed. We know our finances are in safe hands, but more importantly, we know Sean has our best interests at heart. There’s a comfort in that.

Laura & Chris HudnallPrime Capital Financial Clients
“

What sets Katie apart is not just her technical expertise, but also her commitment to transparency and client education. Every question I have is answered patiently and thoroughly. I always feel empowered to make well-informed decisions, never pressured or rushed.

Dr. Constance M. YoungbloodPrime Capital Financial Client

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Featured Resources

Retirement Calculator

See how your money could grow in retirement with our free, easy-to-use calculator—no guesswork, just clarity.

Learn More about our retirement calculator

Setting Your Student Up for Success

Start with a solid foundation—download our free brochure packed with smart, practical tips to help young adults take control of their financial future.

Download Setting Your Student Up for Success PDF

Taxes & Living in Retirement

Download our free brochure to uncover smart strategies for minimizing taxes and maximizing income in retirement.

Download Taxes & Living in Retirement PDF
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Featured Events

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Kansas City Business Owners Forum

Kansas City Business Owners Forum

SUCCESSFUL TO SIGNIFICANT A significant company is one that is valuable, transferable and attractive at…
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Sustainable, Resilient and Innovation Investing

Sustainable, Resilient and Innovation Investing

During this session, you’ll discover how Earth Equity’s team can help you make a positive…
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December Prime Capital Wellness Webinar – A 5-Step Guide to Living a Happier Life

December Prime Capital Wellness Webinar – A 5-Step Guide to Living a Happier Life

Happiness isn’t just something that happens, it’s something you can intentionally design. In this uplifting,…
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Blog, News & Information

As part of Prime Capital Financial’s educational community outreach, our blog helps you learn more about retirement and financial principles that can help you achieve greater financial success in life.

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Pension Risk Transfers – How to get out of from under your defined benefit plan financial liabilities once and for all.

Pension Risk Transfers – How to get out of from under your defined benefit plan financial liabilities once and for all.

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Joanna Cecilia-Fleming, CFP®, Joins Prime Capital Financial

Joanna Cecilia-Fleming, CFP®, Joins Prime Capital Financial

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Al Burgos Joins Prime Capital Financial

Al Burgos Joins Prime Capital Financial

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Events

From educational webinars to in-person conferences, our team is constantly on the move, getting together with our communities to discuss the latest industry developments.

Our Events

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Resources: White Papers, Brochures & Flyers

Explore our comprehensive resource center, where our financial expertise is available to empower you with the knowledge and tools needed to navigate your financial journey with confidence.

Resources

Accolades & Recognition

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