800-493-6226 [email protected]
Dion Nickel

Contact Information

Dion Nickel

Financial Advisor

    

LinkedIn

I have been in the financial services industry since 1995. With a focus on retirement plan design and implementation, I spend the majority of my time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans that attract and retain employees, while garnering their participation. I work with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees.

Recently, I began working with a team inside Prime Capital Investment Advisors that provides advice and education about group health insurance to employers. This came about through my discussions with clients; I discovered that health insurance benefits have become a real pain point for them. Since I provided group health plans to businesses in the past, I was already aware of all the nuances. It was easy for me and our internal PCIA team to begin finding solutions for employers in order to help them with both retirement and group health plans.

But I never forget to help the executives and employee plan participants themselves with their personal financial planning needs. Sometimes it seems that the plan participants themselves can be the ‘forgotten people’ who have a 401(k) account but no guidance beyond it. I work to change that.

As part of a team of wealth advisors, I help develop and implement financial plans to meet each individual or family’s unique goals, including portfolio accumulation, tax reduction strategies, retirement income and distribution plans, and estate planning strategies.

I provide information and help with all the things you will need to do to in order to plan for short-term goals, like buying a house or paying for college, as well as planning for the long-term, like all the steps you need to take before the day you actually retire.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Dion Return to Team Page

Dion Nickel

Dion Nickel

Financial Advisor

    

LinkedIn

I have been in the financial services industry since 1995. With a focus on retirement plan design and implementation, I spend the majority of my time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans that attract and retain employees, while garnering their participation. I work with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees.

Recently, I began working with a team inside Prime Capital Investment Advisors that provides advice and education about group health insurance to employers. This came about through my discussions with clients; I discovered that health insurance benefits have become a real pain point for them. Since I provided group health plans to businesses in the past, I was already aware of all the nuances. It was easy for me and our internal PCIA team to begin finding solutions for employers in order to help them with both retirement and group health plans.

But I never forget to help the executives and employee plan participants themselves with their personal financial planning needs. Sometimes it seems that the plan participants themselves can be the ‘forgotten people’ who have a 401(k) account but no guidance beyond it. I work to change that.

As part of a team of wealth advisors, I help develop and implement financial plans to meet each individual or family’s unique goals, including portfolio accumulation, tax reduction strategies, retirement income and distribution plans, and estate planning strategies.

I provide information and help with all the things you will need to do to in order to plan for short-term goals, like buying a house or paying for college, as well as planning for the long-term, like all the steps you need to take before the day you actually retire.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Dion Return to Team Page

Contact Information