Financial Planning Archives - Prime Capital Investment Advisors

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Financial Planning

What To Do with Inherited Money

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”). Prime Capital Investment Advisors, LLC (“PCIA”) and its associates do not render any legal, tax, or accounting advice nor prepare any legal documents. Client understands that his (her) personal attorney shall be solely responsible for the rendering and/or preparation of the following: (i) All legal advice, (ii) All legal opinions and determinations, and (iii) All legal documents. Client understands that his (her) personal accountant shall be solely responsible for the rendering and/or preparation of the following: (i) All accounting advice, (ii) All accounting opinions and determinations (iii) All accounting documents.
Investment Adviser Public Disclosure: https://adviserinfo.sec.gov/

Financial Planning

7 Money Moves to Consider

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What To Do with Inherited Money

Rich Laing

Rich Laing