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Prime Capital Financial of Roseville, CA

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Roseville, CA
Prime Capital Financial of Roseville, CA

"Your Future Is Our Focus"
We use a variety of services to create comprehensive financial strategies. This information does not constitute legal advice.

Prime Capital Financial is a strong team of financial service professionals strategically located across the country. We focus on working with high-net-worth clients in the areas of investment and retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In order to provide our clients with as robust an offering of services as possible, we also offer financial planning and investment advisory services. 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.

11/02/2026

November is Long-Term Care Awareness Month. Long-term care (LTC) covers assistance with the activities of daily living, like bathing, dressing, shopping, cooking, eating… and help with many other needs that may arise as you get older. It can be very expensive depending on what type of care you need, and whether or not you can stay in your home or need a nursing care facility.
You can use this tool to get an idea of the cost of different levels of care in your state: https://www.carescout.com/cost-of-care
Remember, Medicare does not cover LTC. Let’s discuss your retirement plan, including the potential cost of long-term care.

Calculate the median cost of long-term care with CareScout. Get senior living cost by state for assisted living, in-home care, memory care and more.

10/31/2026

*willing to do tricks for dog treats!* 🐶 🦴
Happy Halloween 🎃

10/29/2026

How life insurance can fit into a retirement planning strategy
https://loom.ly/5qwN7Ys

Life insurance may play a bigger role in a retirement strategy than many Americans realize. Here's how.

10/28/2026

Why young Americans feel like they just can't get ahead of the economy

Author and economics educator Kyla Scanlon comes on Market Domination Overtime to discuss the economic sentiments being expressed by younger Americans — especially Gen Z — and why they feel like they can't get ahead financially in this environment.

10/27/2026

10/26/2026

Thinking about two homes in retirement? Be sure to run the math when it comes to property taxes, insurance, utilities, and maintenance costs: https://loom.ly/U9v4T3M

Two front porches and a life that skips the deep freeze sounds simple enough until you see what two property tax bills, two insurance policies, and one wrong domicile decision do to a retirement portfolio over thirty years.

10/24/2026

Can paying off debt too aggressively hurt your finances? Here's when it may make sense to slow down.
https://loom.ly/LkF38Vg

Paying down debt is important, but there are times when putting extra money toward it could work against you.

10/22/2026

The number one question we get asked is, “How much money will I need to have saved before I retire?” The answer is different for everyone. Will you be able to live on Social Security alone? Will you need to withdraw money from a 401(k), IRA, or similar retirement account? Or will you be able to generate income another way?

The time to save for retirement is now. The time to get serious about your retirement income is now. How much will you need? Give us a call and let’s create a plan!

10/19/2026

This week is Estate Planning Awareness Week. Are your beneficiaries up to date on everything, including your 401(k)s, IRAs, your insurance policies, and your estate plan? Life moves ahead, and it’s not always in a straight line. Don’t forget how important estate planning is in protecting your family, and be sure to make regular updates in cases of divorce or if family members pass away. Almost everyone needs an estate plan so that their wishes are documented!

To discuss tax-advantaged estate planning strategies, give us a call!

Address

3017 Douglas Boulevard, Ste 240
Roseville, CA
95661

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://primefinancial.com/the-2020-group/, https://www.leonardsimpsonwealthadvisor.com/

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