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Helping Clients Grow &
Protect Wealth Since 1985

Client Tools

Technology designed to simplify and organize your financial life. Life is hectic, your finances don’t have to be. The Potter Financial Group has the tools that help you easily and conveniently keep track of your personal finances.

All Your Important Information in One Place

 • Offers a real-time, 24/7 view of your complete financial picture

 • The Vault: Upload all your important documents to a secure, easily accessed site

 • Track spending

 • Monitor investments with detailed views and interactive charts

 • Screen sharing

 • Budgeting tools help you organize to reach savings goals


View the mobile features on our Personal Financial Management Site:

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Speak with us about your Personal Financial Management Site