Helping Clients Grow &
Protect Wealth Since 1985
As a client of The Potter Financial Group, you are not just a number, a chart or financial model. You, your family and your situation are where we put our focus. We’re guided by relationships – not transactions. We truly are dedicated to making a difference in the lives of our clients.
It’s why clients choose us and stay with us long term.
Everyone wants to be treated as an individual, not just an account. We treat clients the way we want to be treated, with respect, integrity, concern and friendship. We invest in relationships for the long term. It’s why most Potter Financial clients have been our clients for many years.
It’s not just you, it’s your family too.
The Potter team knows who you are, what you need for yourself, your children and even your parents. It’s why our practice is generational, we are husbands and wives, fathers and sons, mothers and daughters. We know your family is your most important asset and we work hard to uphold that.
We believe so strongly about clients being our only business, we’ve put it in writing. Read through our Client Bill of Rights and see why clients choose us to help with their financial future.
Client Bill of Rights
The Potter Financial Group puts clients first. We truly are dedicated to making a difference in the lives of our clients. We have put that philosophy into our Client Bill of Rights.
As a client of The Potter Financial group you have the right to:
• Be treated as we would treat ourselves, with respect, fairness and integrity
• Receive competent, knowledgeable and courteous advice
• Have any and all questions answered in a timely manner
• Absolute transparency and understanding both in any recommendations we make and in our fee structure
• A financial plan that meets your situation and your objectives
• Respect for your privacy and personal information - we take security seriously
• Respect for your values and your vision
• Be part of more than just a business relationship, for us it’s always personal
At The Potter Financial Group, clients are our only business.