After a stellar and unusually calm year for stocks in 2021, so far 2022 appears almost chaotic by comparison. Please watch this important video and call me with any questions you may have. 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.
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, 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.
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