→ Tim Dowden | PRIME CAPITAL FINANCIAL
Empowering
Success
Whether you’re a visionary entrepreneur leading a growing enterprise or a high-net-worth executive navigating intricate financial landscapes, here at Prime Capital Financial Dallas, we provide bespoke solutions tailored to your unique financial situation. Our comprehensive suite of services is designed to help you grow, maintain, and enjoy the success you’ve worked so hard to achieve.
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Tim Dowden, CFP®
Partner, Financial Advisor
Prime Capital Financial, LLC
Designated CFP® (CERTIFIED FINANCIAL PLANNER™), Tim Dowden, recognizes that reaching a high level of financial success demands a high level of financial planning. With more than 20 years of experience in the wealth management industry, Tim specializes in tax-efficient wealth accumulation, executive equity compensation and retirement planning. He is dedicated to helping clients achieve their financial goals through comprehensive wealth management services.
Unlock the Full Potential
of Your Success
If you’re ready to start on your journey, contact us.
Our Approach to Wealth Planning
We recognize that high-performing leaders require a tax strategy that not only addresses complex financial needs but also aligns with long-term aspirations. Our comprehensive, tailored approach to tax planning is meticulously designed to support your goals and help enhance your financial success.
Goal-Based Investment Planning
Investment Management: We design, implement, and manage your investments to align with your financial goals.
Financial Projections: We work to quantify how much you need for retirement income.
Custom Portfolios: We build investment plans with your specific financial goals in mind.
Tax Minimization: We aim to reduce taxed on your investments.
Product Selection: We highlight the best financial products suited to your needs.
Research & Management: Our in-house team conducts thorough research and manages your portfolio for optimal performance.
Minimizing Lifetime Taxes
Wealth Accumulation: We employ tax-efficient strategies across various accounts, including Roth IRAs, IRAs, and 401(k)s.
Distribution Phase: We help ensure tax efficiency during the distribution phase to maximize your retirement income.
Risk Planning
Stress Testing: We stress test your financial plan against various market scenarios, such as market pullbacks, inflation, and fluctuating interest rates.
Personal Events: We also prepare for personal events like divorce, death, or job loss, to help your plan’s resiliency.
We start by developing a detailed financial blueprint that captures your ambitions and financial aspirations. We invest time in understanding your current financial status, future objectives, and risk tolerance to create an investment strategy that aims to position you for sustained success.
Our financial blueprint is engineered with the highest probability of success in mind. We vigilantly monitor and refine your plan to adapt to shifts in your personal and professional life, helping ensure your plan remains resilient and in harmony with your goals.
We start by developing a detailed financial blueprint that captures your ambitions and financial aspirations. We invest time in understanding your current financial status, future objectives, and risk tolerance to create an investment strategy that aims to position you for sustained success.
As your financial strategy matures, we turn our focus to optimizing your wealth by deploying sophisticated tax minimization techniques. Leveraging our deep experience, we navigate the complexities of the tax code to help maximize your financial outcomes.
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 (214) 390-5085.
Contact Us
Unlock the Full Potential of Your Success
You’ve put in the hard work to build your wealth—now let us help you enjoy it to its fullest. Schedule an appointment today!
Tim Dowden, CFP®
Prime Capital Financial, LLC
13155 Noel Road Suite 900
Dallas, TX 75240
