Dawn Potts Aif® Email and Phone Number

You may see my title and think the work I do is about managing money, butthe relationships I have with my clients go way beyond allocating assets. Iunderstand how hard you work to build a life for yourself and your family.It is my responsibility to help translate that hard work into your financialgoals so that you are empowered with peace of mind. I take mycommitment personally with every client, focusing on YOUR needs, goals &dreams.At the heart of what I do are strong, lasting, personal relationships based ontrust, mutual respect, discerning listening & a clear understanding of your needs,wishes & challenges. My clients never feel like a chore. They become friendswho I care for deeply; like family.Financial education is the foundation of planning. I make a point to instruct myclients on personal finance topics, as well as their own financial situation. I cut outthe industry jargon and explain what's going on in terms we all understand.Services:• Financial Strategies• Retirement Planning• Fee-Based Asset Management• Estate Planning• Life Insurance Planning• Business Succession Planning• Family Business StrategiesLet me create a clear, customized proactive financial strategy gearedto your life. Call: 913-320-2069Are you a business owner offering a retirement plan to youremployees?Qualified retirement plan design & implementation, tax reductionstrategies & discriminatory planning for key employees are just a few tools that I use to help you to accomplish your company's goals.• 401(k)• 403(b)• Profit Sharing• Defined Benefit Money Purchase• Cash Balance Pension PlansServices include:• Investment Management• Plan Management• Plan Evaluation• ERISA Compliance• Employee EducationAs a business owner myself, I know there are mission-criticaldemands on your time every single day. Let me manage thedetails of your retirement plan, including on-site education foryour employees, so that you can get down to business.Let’s schedule a time to discuss your business needs. If you are looking for a partner to help you with your financial future, I'm your girl.Let’s schedule a time to talk!This information does not constitute legal or tax advice. Prime Capital Investment Advisors, ("PCIA"), Private Client Services ("PCS") and their 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.