Estate Planning Archives - Prime Capital Investment Advisors

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Estate Planning Financial Planning

Estate Planning Awareness Month: Prepare for Your Family’s Future

* Private Equity and Venture capital may require clients to have accredited and/or qualified client status. Please visit https://www.sec.gov for more information on these requirements.
** 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 for their situations.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).
Investment Adviser Public Disclosure:https://adviserinfo.sec.gov/

Estate Planning

Estate Planning Awareness Month: Prepare for Your Family’s Future

Pierson McAtee

Wealth Advisor

Pierson McAtee