Experience

Prime Capital Investment Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor / Retirement Plan Consultant / Managing Director

  • Jul 2017 - Present

  As a Financial Advisor, I consult with Businesses and High Net Worth Individuals from a holistic approach to strategically design, implement, and achieve their financial objectives. Including wealth accumulation & preservation, alternative non-market based investments, company cash management, executive compensation & risk management. We help you gain a personalized roadmap and detailed portfolio designed with your personal goals and risk tolerance in mind. We help coordinate a team of professionals, such as legal and tax experts to complete the holistic plan. Specialties: High Net Worth Wealth management & protection Income producing alternative non-market based investments Using my knowledge as an AIF® and the QPA team, we offer 4 key differences relating to retirement plans that truly set us apart from the industry: 1. Primary Fiduciary Services as a Registered 3(38) Fiduciary Investment Manager or 3(21) Co-Advisor relationship. 2. True "Open Architecture" Platforms getting rid of fund bias and hidden fees. 3. Face to Face education for participants - we believe in putting people in front of people to help participants address their retirement plan fears - we call it "Boots on the Ground". We provide small group meetings, one-on-one meetings, establish risk tolerance, gap analysis and regular reviews. 4. A "Do-It-For-Me" strategy - 5 Risk-Based Portfolios for participants that want professional management for their retirement plan assets. Show less



Lawing Financial Inc.

• San Antonio, Texas Area

• Financial Advisor / Retirement Plan Advisor

  • Nov 1999 - Jun 2017