Guiding you through financial decisions that only happen once.

Coordinating your finances, taxes, estate, protection, and investments. Helping you achieve “work optional.”

Some decisions are too important to figure out alone.

Whatever brought you here, you're facing a decision that has big consequences. Get it wrong and there's no undoing the taxes, the legacy, the timing.

Get it right and it changes everything.

What you need is someone who has seen your situation before. Who knows which questions to ask, how to tailor your investments to your unique situation, and coordinating your finances, taxes, and legacy.

That's exactly what I do.

Who We Help

Selling a Business

You've spent years building something. Now you're ready to sell. But a business exit is one of the most complex financial events of your life, and the decisions you make before the sale closes will follow you into retirement. We help business owners navigate the tax strategy, timing, and transition planning that protects what you've worked so hard to build.

When Life Changes

Divorce. Loss. Inheritance. Retirement. A life that looked different than you planned. Whatever brought you here, you're facing financial decisions that feel overwhelming, possibly for the first time. We help women get clarity, build confidence, and create a plan that works for the life they're actually living — and the one they're building toward.

Farm Succession

The land means everything. But passing it to the next generation (and without a tax bill that forces a sale) takes careful planning. We work with farming and ranching families across the Midwest to build succession strategies that honor the legacy of the land and protect the people who depend on it.

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Client Praise

Katie comes to us with solutions, not problems and proactively brings us new ideas to guide us through our retirement. Between her and her Prime Capital team we are confident our portfolios are in very good hands. Most importantly Katie cares about our entire family. That is why all three of our children have selected Katie as their Financial Consultant.

- Keith and Teri

“Katie is an outstanding financial advisor. She cares deeply about her clients' well-being as well as their financial assets. She is always available to respond to my requests, and encourages me to understand my financial status and goals. I highly recommend her and consider her a friend.”

— Carmen

“Katie is more than just a financial advisor, she's been a trusted family advisor for years. Her advice is always wise and incredibly caring. She takes the time to truly understand our goals, and we always feel secure knowing she's guiding our financial future. If you're looking for an advisor who you can trust implicitly, look no further.”

- Leigh

The testimonials, statements, and opinions presented are applicable to the individual depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The statements were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

Katie Randall

Advisor & Partner

Katie Randall is a financial advisor in Springfield, Missouri, helping individuals, families, and business owners navigate the financial decisions that only happen once.

For more than 20 years, Katie has specialized in helping people make big financial decisions including: retirement and income planning, coping with the death of a loved one, divorce settlements, receiving an inheritance, and rebuilding financial confidence after life changes.

Katie also works extensively with clients on when to retire, income planning, how to take their required minimum distribution (RMD)s, Roth conversion strategies, long-term care planning, and legacy and estate coordination.

Her approach brings comprehensive, coordinated financial advice delivered in plain English.

No jargon. No one-size-fits-all plans. Just clear, honest advice built around what matters most to you.

Based in the Heartland. Serving families virtually across the United States.