Broker Check

Helping Clients Grow &
Protect Wealth Since 1985

University Personnel

Is Your Nest Egg Getting the Attention It Needs?  Could You Benefit from Professionally Managed Retirement Services?  

You’re saving for retirement through the university’s retirement plan. But when was the last time, you had a professional assess how well your plan is working to reach your goals?  It’s easy for your nest egg to crack when you’re not paying attention.

At the Potter Financial Group, we help you make the best choices from the university retirement plans available to you. Choices that are right for your situation and your retirement goals. We have years of experience in working with university personnel and as an independent advisor, Potter Financial Group can work with TIAA1 and Fidelity2 to offer you active portfolio management using different strategies such as:

  • Socially Responsible
  • Faith Based Values
  • Traditional Risk-Based

Our relationship with AssetMark Retirement Services3 provides you with additional benefits:

  • Professionally managed portfolios
  • Easy account access
  • Investing experience
  • Investment research
  • Monitoring & review

Enrolling in a retirement plan is just the first step.  Working with the Potter Financial Group to help make your retirement portfolio gets the attention it needs and you deserve, takes that step even further.  Call us to see the many different ways we can help you get the most from your university retirement plans.

1Neither the Potter Financial Group nor Commonwealth are sponsored by, affiliated with, or in any way related to TIAA, or any of their affiliates or subsidiaries (collectively, "TIAA").

2Potter Financial Group, Commonwealth and Fidelity are separate and unrelated entities

3AssetMark Retirement Services and Aris are divisions of AssetMark Inc. AssetMark, Inc. is an investment advisor registered with the Securities and Exchange Commission.