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→ Midwest office: Batesville & Columbus | PRIME CAPITAL FINANCIAL

Plan to Dream Big

Helping you make wise financial decisions so you can
get the most out of life.
Batesville: (812) 933-1791Columbus: (812) 565-2726

Empowering Success

Most financial advisors you meet with are typically going to start the conversation around your financial assets—what you have and where your money is invested. Your accounts and your amounts. The primary focus for these advisors is return on investment. Our approach at Prime Financial Midwest is different. Our focus is on you—your financial story and your present and future considerations. Money, after all, is only a tool, but if it is used wisely, can help improve our lives. Our goal is to help you get a better Return on Life—living the best life possible with the money you have. That includes helping you make good choices that work for your unique circumstances.

Reach Out

Today!

To schedule a complimentary meeting, fill out the form below or call us at (812) 565-2726 in Columbus, Indiana or (812) 933-1791 in Batesville, Indiana. We welcome the chance to speak with you about your financial goals, dreams and ideal lifestyle to help you achieve your greatest Return on Life.

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Problems We Solve

How can you afford to do all of the things you want to do in your life? What will it take to achieve your dreams? How can you protect yourself and your family from life’s adverse events? Will you be able to retire, and when? How can you minimize taxes?

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Our Team

Prime Capital Financial is an independent financial services firm helping individuals and families achieve their financial dreams. We offer boutique, personalized service, and we are dedicated to serving our clients through multiple generations.

Meet the Team

Life Transitions can be complex and confusing.

Making decisions around life’s transitions can be complex and confusing. When transitions happen in your life, money goes into motion— either toward you or away from you. We understand the issues that might impact you financially and will help you navigate through each life event.

Batesville: (812) 933-1791Contact UsColumbus: (812) 565-2726

Retirement Leaving a Legacy Career Change Having a Child Health Issues Getting Married Loss of Loved One Promotion College

What to Expect

Schedule a meeting to sit down with us so we can discover what your financial goals and dreams are at every stage of life. Using our easy five-step Life Compass Process, we will help you plan and implement an ever-evolving strategy. Here’s how it works:

Our Process

Resource Center

Be sure to spend some time in our resources library to read, watch, and learn more about some of the financial and retirement concepts which may help you in your planning journey toward living the life of your dreams. We update our articles often, so be sure to bookmark our blog. If you have any questions, please don’t hesitate to call us at (812) 565-2726 in Columbus or (812) 933-1791 in Batesville .

Annuities
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