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Financial Planning

With our expertise and dedication to great financial services, Potter Financial can help you in building and preserving your wealth. We’ll provide expert one-on-one consultation services that will help manage risk, and work towards the long-term growth of your wealth. Contact us today to learn about how we can help you.

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Retirement Planning

Saving for a comfortable retirement is one of the most important aspects of personal finance. Fortunately, Potter Financial has the experience necessary to help you find the right path towards financial freedom. With expert one-on-one service, you can be sure that we’ll help guide you towards all of your financial goals.

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Investing is an excellent way of building wealth with your current capital. With Potter Financial, you’ll receive expert guidance towards your investment goals. We’ll help you by managing risks and working towards your financial goals. Contact us today to learn more about our investment services.

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If you’re ready to take control of your finances,
Call us today at (713) 972-1316

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Great financial planning
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Smart College Savings Plan
College savings fund

About Us

With over a decade in the finance industry, Potter Financial is here to offer a variety of financial services. When it comes to your finances, you should never compromise on the quality of service you receive. Instead, opt for the experience and dedicated services of Potter Financial. Whether it’s financial planning, investment planning, or retirement saving, we’re the team for the job. Through careful planning and close attention to detail, we’ll help you on your path to your financial objectives. The goal here is to find the right financial plan for each and every client. Contact us today. We can’t wait to meet and speak with you personally. Furthermore, if you want to learn more about our institution,  you can check the background of this financial professional on FINRA’s BrokerCheck

College Savings Plan

Kids grow up fast and college is right around the corner by the time you’ve noticed just how many years have gone by. Plan to save for your child’s tuition when you consider using Potter Financial. ​

Houston Retirement Advisor

Retirement is getting more difficult due to the strain on our economy. A lot of people, including Houstonians, don’t even think about saving for retirement until it’s too late. In fact, most Americans don’t have enough money saved to retire by age 65. Potter Financial will consult your options with you and make a solid game plan; so you’re not one of the Americans still working at an old age.

Investment Services

  • Certificates of Deposit
  • Mutual Funds
  • Exchange-Traded Funds​
  • Individual Stocks
  • Commodities