Dawn Potts
Investments | Retirement Consultant | Life Insurance | 401(k) Advisor | Financial Advisor | Outdoor Lover
- Role
- Partner at Prime Capital Financial
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Dawn Potts
You may see my title and think the work I do is about managing money, but the…
Experience
Partner
Oct 2007 — Present · US
I am a Financial Advisor and Partner with Prime Capital Investment Advisors.My main areas of focus involve developing financial strategies for businessowners & high-net worth individuals.For Businesses:• Qualified Retirement Plan Design• Qualified Retirement Implementation• Tax Reduction Strategies• Discriminatory Planning for Key EmployeesTypes of Plans:• 401(k)• 403(b)• Profit Sharing• Defined Benefit Money Purchase• Cash Balance Pension PlansServices include:• Investment Management• Plan Management• Plan Evaluation• ERISA Compliance• Employee EducationFor Individuals:Financial education is at the heart of planning. As a former teacher, I simplifythe financial jargon & empower you to know what to expect & why thingshappen the way they do. We will collaborate to develop a financial strategygeared to all the different stages of your life.Services:• Financial Strategies• Retirement Planning• Fee-Based Asset Management• Estate Planning• Life Insurance Planning• Business Succession Planning• Family Business StrategiesWant to learn more? Call: 91••••••69I hold FINRA registrations, Series 66 as well as life insurance license in multiple states.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. PCIA: 6201 College Blvd, Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
Education
University of Wisconsin-Stout
Bachelor's degree
1979 — 1983
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