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
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
Q1 2023 - THE POWER OF THE QCD. DON'T PAY TAXES ON YOUR RMD.
CHECK OUT THIS LITTLE KNOWN TAX STRATEGY.
Click below to watch the video to learn how a little known, legal tax strategy can save you taxes on your RMD while helping donate to the charity of your choice.
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.
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.