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?
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.
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.