We coordinate IRA withdrawals, Roth distributions, Social Security timing, and investment income to manage tax brackets, work towards reducing Medicare surcharges, and improve lifetime tax efficiency.
Prime Capital Financial Mid-South is a fee-based investment advisory firm dedicated to helping families, pre-retirees, and retirees across Memphis, Oxford, Germantown, Collierville, Piperton, and the Tennessee Valley with their financial future. As fiduciary financial advisors, we prioritize your interests, serving as a trusted partner for wealth management, retirement income planning, and tax-efficient strategies throughout East Memphis and the Mid-South. Whether you are navigating FedEx or Boeing corporate benefits or managing multi-generational wealth, Dale Kelly and our team provides the personalized, “Southern-style” service of a local independent firm backed by the nationwide support of Prime Capital Financial. We are committed to transparency and actionable roadmaps that help empower you to achieve your life’s ambitions.
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This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
Prime Capital Financial, 6201 College Blvd, Suite #150, Overland Park, KS 66211, United States
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