Helping Clients Grow &
Protect Wealth Since 1985

Retirement Planning

Enjoy the Journey and the Destination

The Potter Financial Group understands the challenges of looking ahead and planning for retirement while still enjoying and planning for life today.  Our retirement planning process is twofold. Planning for retirement and living in retirement.

Retirement Planning

  • We look at your situation and your goals.
  • We know your timeline is important and plan accordingly.
  • We take the emotion out of financial planning to keep you on track.
  • We help make sure retirement milestones are met.
  • We understand that life is unpredictable, and your plan may need adjustments.
  • We help you meet your current goals on your way to retirement: a home, children, college, etc.

Living in Retirement – Helping make sure you don’t outlive your retirement income.

Living in retirement is different than planning for retirement and needs a different approach. At PFG we look at your retirement living timeline and set up cash and investments that you draw on in three stages:

  • Near-term – 1 to 3 years
  • Mid-term – 4 to 6 years
  • Long-term – 7 to 10 years

Let the Potter Financial Group help you enjoy life now and plan for a secure retirement.