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  Registered Investment Advisor  

Accountant

Welcome to
Price Capital

We continue the tradition of fee-only financial advice, and introduce breakthrough tools that help you save and manage your money.

Watch how Price Capital may help you understand how to invest, and balance risk with reward until you reach your long term goals.

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WHO WE HELP

We help you understand your complete financial picture through one of the most comprehensive planning and investment processes you'll find.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, charges and expenses.

Analysing the Data

INDIVIDUALS

Retirement planning, investment management, and plans for other events.

Analysing the Numbers

FAMILIES

College savings, joint planning, and planning for other family events

Men with Calculator

ESTATES

Inheritance, disability and illness, insurance analysis, and more.

Home: Services

HOW WE DO IT

Discovery

What are your goals? How did you get here? We'll guide you through telling us about yourself.

Setup

If it makes sense to proceed, we'll set up your accounts (including transfers and rollovers).

Baseline

We'll present a baseline financial plan based on our Discovery, and work with you to refine the recommendations.

Progress

We'll meet quarterly to review progress, and to update your planning targets. In the interim, we manage your investments.

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Working in the Office

MISS MINT.COM? YOU'LL LOVE THIS.

As a Price Capital client, you'll get a portal where you can connect all of your accounts. You'll also get online workshops, videos, financial reports (which are useful for applying for loans), and a secure online vault for your important papers (protecting them from floods and other disasters to your home, and organizing them in case something happens to you).

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