Helping Clients Grow &
Protect Wealth Since 1985
See What We Mean
Enjoy the Journey & The Destination
Keeping You Financially Healthy
"The closest thing to being cared for is to care for someone else."
- Carson McCullers
To learn more about who we are and how we can help you, please click on our video and then tour our website for more in-depth information on our independent financial services.
A Commitment to excellence and client service since 1985
Fees, products, resources: all disclosed and made clear
Technology designed to simplify and organize your financial life.
Learn About Riskalyze to Determine Your Risk Tolerance
Is Your Nest Egg Getting the Attention It Needs?
When it comes to retirement, few people consider the high costs of health care expenses. Many people mistakenly think that Medicare is free or will cover all their health care costs. Not True! This lack of understanding Medicare and not adequately planning for medical care costs is why I feel this is the number one retirement planning mistake. Watch the video and see if you agree.
It’s A Potter Tradition
When we say we are rooted in our community, we mean it. Over the years The Potter Financial Group has helped support numerous community organizations that make life better in many different ways for the people of our city.
If you would like to see a list of organizations we have supported – or if you would like to help as well – please click on the link below.
Riskalyze technology allows us to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to five simple but vital questions.By aligning your portfolio with a risk tolerance number that more accurately reflects your thinking, we are better positioned to keep you moving comfortably toward your financial goals. It is a marker for us to be able to stay ahead of the curve when the markets are more volatile.