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Helping Clients Grow &
Protect Wealth Since 1985

Rooted in Community - Committed to Excellence

Welcome To The Potter Financial Group

Welcome To The Potter Financial Group

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.

Learn more about our Value and History

Learn more about our Value and History

A Commitment to excellence and client service since 1985

 

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TRANSPARENCY 

TRANSPARENCY 

Fees, products, resources: all disclosed and made clear

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CLIENT TOOLS

CLIENT TOOLS

Technology designed to simplify and organize your financial life. 

Learn About Riskalyze to Determine Your Risk Tolerance

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UNIVERSITY PERSONNEL

UNIVERSITY PERSONNEL

Is Your Nest Egg Getting the Attention It Needs?  

 

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Q2 2022-HOW LONG CAN THE BEAR MARKET LAST?

Q2 2022-HOW LONG CAN THE BEAR MARKET LAST?

After a chaotic first half of 2022, there still seems to be more questions than answers for the remainder of the year. Please watch this important video and call me with any questions you may have. 

Do your have the right level of risk in your portfolio?  Too much risk can cause large declines.  Not enough risk could prevent you from reaching your goals.  

Do your have the right level of risk in your portfolio?  Too much risk can cause large declines.  Not enough risk could prevent you from reaching your goals.  

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. 

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