Helping Clients Grow &
Protect Wealth Since 1985
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:
Our relationship with AssetMark Retirement Services3 provides you with additional benefits:
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.