Making sure your family is taken care of and that your existing plan meets your current financial needs is easier than ever when you come in for a complimentary Life Insurance Check-Up. Riskalyze technology allows us 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 a marker for us to be able to stay ahead of the curve when the markets are more volatile.
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 a marker for us to be able to stay ahead of the curve when the markets are more volatile.
Services
It has always been about our clients. In 1985, when Charlie Potter founded the Potter Financial Group, he also put forth a set of values and principles that still define the Potter Financial Group. It is our role to educate and ensure that our clients understand each and every recommendation we make to them.
Based on our conversations, we focus on developing a strategy that is appropriate for your current circumstances and future goals. Plus, we have the financial and personal experience to guide you through all the unexpected challenges that life throws our way. We help keep you moving forward. Because life does not remain static, we monitor and evaluate your strategy/portfolio to make sure it remains on track to meet your goals.
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. Everyone wants to be treated as an individual, not just an account.
Our partnership with Commonwealth Financial Network(R), leading Registered Investment Adviser-broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service. Responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning Holds the.
As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. By talking with you about your life and your goals, advisors at the Potter Financial Group can help you navigate your financial journey. Our 5 step process makes sure your plan is on track by ensuring that your financial world is organized, easy to understand and always accessible to you.
Reviews
Be the first to review Potter Financial Group.
Write a Review
