2024-04-09
5 Things You Need to Know About Retirement
Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s…
Inspiring People to Achieve Their Life’s Ambitions
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How We Help
At PCIA Mid-South, we know the power of Southern hospitality, and it’s our mission to help our clients retire with dignity. We are passionate about service, and as an independent financial advisory firm, we focus on finding and implementing financial solutions to help you and your family achieve your life’s ambitions. While we deliver service from the bluffs of the Mississippi River, we are proud to serve the entire area from the Mid-South to the Tennessee Valley. Our nationwide network of advisors and experts is key to our ability to reach all across the South, and we bring the full power of the resources at Prime Capital Investment Advisors to bear on your behalf. We’re excited about the prospect of beginning our journey together!
Dale Kelly, CRPC®
Partner & Senior Financial Advisor
Dale Kelly knows the value of a partnership and how it can lead to success for his clients. He takes nothing for granted and strives each day to deliver stellar service. After nearly two decades of working in financial services, Dale is well-versed in strategies he can use to help someone achieve their financial goals. His mission is to eliminate stress and hardship, and knowing the value of money and a properly structured plan, he welcomes the opportunity to help and lay the groundwork for the future his clients desire and deserve.
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Building Your Bridge
Located right on the bank of the Mississippi River is PCIA Mid-South’s hometown of Memphis, but we’re proud to serve clients throughout the entire Mid-South and Tennessee Valley areas. This region we call home is connected by bridges, giving us the opportunity to move across borders, discover new territory and build relationships with those not in our direct line of sight. That’s how we like to picture our planning process. PCIA Mid-South is here to Build Your Bridge with a system that begins with a discovery meeting. We can then use our connections, our network and our independence to design strategies that suit your unique needs and replace questions with confidence about your retirement income, your assets and your ability to leave a legacy to your family. Finally, we maintain your plan with a continuous reassessment of your goals, giving you the opportunity to adapt as you cross life’s bridges.
How We Help
Our services menu is comprehensive, and we customize your financial plan to fit your needs and objectives. We specialize in addressing the needs of pre-retirees, retirees, heads of a household, families and women. We’re also backed by a nationwide firm with hundreds of financial professionals and dozens of locations across the United States, giving you exclusive access to a team of financial planners, fiduciaries and administrative representatives working together to help you achieve your goals. At PCIA Mid-South we partner with you, and our relationship is driven by outcomes and your vision of success.
Our financial planning services are designed to help you achieve your life’s greatest ambitions and reach your most idealistic milestones. With a hands-on approach and a guided roadmap to your ideal lifestyle, we account for each of your individual objectives and push you toward the work-optional lifestyle you deserve. We also have a wide variety of tools and strategies we can incorporate and customize to you, your needs and your tolerance for risk.
We work to establish a comprehensive, customized portfolio that helps you achieve the level of growth you desire and need to meet your ideal lifestyle goals. We can also help you rebalance your portfolio with an asset allocation that gives you comfort with your level of market exposure. We do this through extensively assessing your circumstances and objectives then aligning your personalized strategy with your vision for the future.
Though no one enjoys talking about it, a comprehensive plan to pass tax-advantaged wealth can maximize the benefit for your heirs and save them stress and heartache during what could be one of the most devastating times of their lives. Furthermore, it can give you agency and decision-making power over the assets you’ve worked so hard to accumulate throughout your life, alleviating some of the stress that can come with variables.
Life insurance is no longer solely about protection for the worst-case scenario. It can now be used as a planning tool, and policyholders may be able to leverage their policy to provide funding for things like retirement and long-term care, all while still offering the classic death benefit to your heirs should something happen to you. If you’d like to discuss life insurance, we can help you find a policy that matches your goals for your future and family.
While we believe it’s important to pay your fair share in taxes, we also believe that you deserve to keep as much of your hard-earned funds as possible. That’s why we work with you to customize a tax strategy to your circumstances, all while seeking innovative methods of protecting wealth that you might qualify for. Ideally, this should allow you to provide for your present and future while still helping you efficiently transition wealth to loved ones.
Each individual investor has a different tolerance for risk. It often varies based on asset totals, past experiences, future goals and more. That’s why we work with you to customize a portfolio and a wealth strategy that can look for opportunities in the market, shield you from its many pitfalls, or provide an adequate combination of protection and growth. We can also help you explore fixed options and determine if one matches your goals.
Retirement should be the most exciting time of your life. It’s the stage when you get to do what you want to do instead of what you have to do, and it offers the free time to chase your dreams and build relationships with those you care about. At the same time, it takes a well-structured plan to get there. At PCIA Mid-South, we’re here to provide guidance for that plan, implementing strategies that generate and protect wealth when you need it most.
Resource Center
Education comes first when creating and implementing a custom financial plan, and our job isn’t complete if you don’t understand that plan just as well as we do. That’s why we’ve made it easy to stay up to date and informed about the strategies we employ at our firm. From tips and tricks to the latest news, our blog posts are designed with our clients in mind. Read them in full below!
2024-04-09
Spring Breaking with the Family
We began spring break with a trip to Douglas Lake in East Tennessee for a…
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PCIA Mid-South
We prioritize your needs and your idea of a comfortable and desirable lifestyle, and we’re ready to help you design a plan to address and achieve them. If you’re ready to start working with our team, please fill out our form below with as much information as possible. We look forward to speaking with you!
6000 Poplar Ave., Ste 250