OUR VALUES & HISTORY & NEW FIRM BROCHURE
A Commitment to excellence and client service since 1985
CLIENT TOOLS
Technology designed to simplify and organize your financial life.
Learn About Riskalyze to Determine Your Risk Tolerance
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.
The Potter Financial Group Sponsors the 2021 Caregivers Summit
The Potter Financial Group is proud to be a Gold Sponsor of the April 2021 Caregivers Summit focused on “The Business of Caregiving.” Hosted by Transitions LifeCare, the annual Caregivers Summit provides education, resources and networking opportunities to family caregivers and care providers.To learn more or to register for this free event,
Click here: http://caregiverssummit.org/
ROOTED IN COMMUNITY - COMMITTED TO EXCELLENCE
The Potter Financial Group is a proud sponsor of
Durham Blues & Brews Festival
Swing Pals
The Exchange Family Center
The Urban Ministries of Durham
Families Moving Forward
Transitions LifeCare: CAREGIVERS SUMMIT