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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. Technology to Help You Stay on Track With Your Financial Goals


I. Riskalyze:  

Determining a client’s true risk tolerance is a critical piece in creating a strong financial strategy.  The Potter Financial Group now offers clients an important new technology, Riskalyze.

 Riskalyze technology allows me to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to five simple but vital questions.

 By aligning your portfolio with a risk tolerance number that more accurately reflects your thinking, we are better positioned to keep you moving comfortably toward your financial goals.  

 It is also a marker for us to be able to stay ahead of the curve when the markets are more volatile.  

 What is Your Risk Number?  Answer the 5 questions so we can determine your personal risk number,

 
ll. View the mobile features on our Personal Financial Management Site:

Answers On The Go Video


lll. Speak with us about your Personal Financial Management Site. 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