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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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Q3 2022-Avoiding the Number One Retirement Planning Mistake

Q3 2022-Avoiding the Number One Retirement Planning Mistake

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.

Giving Back To Our Community

Giving Back To Our Community

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. 

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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