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77042 Educational Savings Account

If you are in the process of opening a new 77042 Educational Savings Account, then your best bet is to contact Potter Financial. With over six years in the financial services industry, we have the knowledge necessary to get you the funds to pay for your child’s educational expenses. With careful planning and attention to detail, we’re sure in our ability to get you the right financial plan for you and your family. Our goal is to help all of our clients reach their financial goals. There are many paths to success, and we are here to help you find the right path for you and your children. Together, we’ll make sure your children get the college education they deserve.

77042 Educational Savings Account

77042 Educational Savings Account

When dealing with your finances, you should never compromise on the quality. Instead, acquire the reliable services of Potter Financial. In addition to 6+ years of experience, our commitment to excellence will ensure that you get the best financial plan possible. Our educational accounts will help you save enough to send your kids to college when the time comes. Apart from saving for college, we can also help you save for other types of financial goals. Whether you are trying to save for retirement or school, we can help you find a financial plan suited to your current financial situation and your financial goals.

77042 Educational Savings Account Suited to Your Situation

Every person is unique. Consequently, every client we work with has their own unique financial situation. As a result, we place great importance on exceptional customer service. We offer attentive personal support to make sure we get a good understanding of your situation. Once we gain all the information we need, we can then move forward to advising you properly. The goal here is to find the right educational account for you. There will be many factors that’ll determine what plan will fit you. Potter Financial will work diligently to bring forth the best ideas and suggestions.

The costs of a college education are higher than ever. And as parents, it is imperative that you plan adequately for this inevitable expense. If you fail to do so, you could risk not being able to send your child to college. In today’s world, a college education is very important in determining whether someone reaches their true potential. So don’t neglect this important aspect of financial planning and contact Potter Financial for professional advising services. Our team of financial planners will work on getting your family the best financial advice possible. Even more, we’ll get you a comprehensive plan and account that will help you save properly and methodically for college.

Save for college

Invest in your family’s future

Saving for College Requires Careful Planning

Just like any other type of project, saving for college requires careful planning. Take it this way, when building a home or starting a business, there needs to be a plan in place. As a matter of fact, statistics show that most companies founded without a business plan will fail within a few years after being founded. So as you can see, financial planning is a must. Regardless, people still seem to neglect financial planning.

The effects of poor or little financial planning every day can be seen everywhere. There are millions of Americans that are in debt or don’t have enough money for retirement. Additionally, others can’t afford to buy their first home or to send their kids to college. Obviously, there are reasons why these people experience these problems. Some have low-paying jobs, others have extensive medical expenses, and others are paying off student loan debt. Fortunately, Potter Financial can help by outlining a solid financial plan. As a result, you’ll be able to optimize the money you have, both in the short-term and the long-term.

Setting a Blueprint for the Future

There are countless factors that determine whether someone becomes financially successful or not. Consequently, we are unable to guarantee financial success. What we can guarantee is that our financial planners will help on your path towards your financial objectives by searching for opportunities to generate more money. During our free consultation, we’ll take a complete assessment of your current financial status. Afterward, we’ll begin offering specific accounts, investments, and strategies based on your financial goals. While we finalize the initial meeting, we’ll let you know what the best steps are towards a more comfortable financial future.

College Fund

Create a Comprehensive College Fund

Reaching Your Financial Goals

Any type of plan requires a goal, and financial plans are no exception. A financial plan without a goal is essentially a map, it’ll show you where everything is, but it won’t direct to where you should go. If your goal is to save enough to send all your kids to college, we can help you reach that goal. If you are having trouble finding the right goal for you, we can help you create a reachable goal. Typically, financial goals are either short-term (less than five years) or long-term (over five years).

Furthermore, if you ever decide to change your financial goals, that is totally fine. You always have the option to open a different account. By doing so, you’ll be able to shoot for both goals simultaneously without hindering the progress towards each goal. And if each person in the family has unique financial needs, we can help find personalized strategies for each person.

Personalized Financial Strategies

Once we get a good grasp of your financial status and goals, we’ll move on to creating strategies to reach all of your goals. Our financial strategies are based on factors such as current income, assets, risk tolerance, current tax bracket, predicted tax bracket at the time of retirement, and more. After analyzing all the factors, we’ll suggest the account and investment strategy best suited for you and your family. Additionally, our portfolio selection offers a wide array of mutual funds. Consequently, you’ll be able to quickly diversify within the market as you aim to see positive returns, even if you don’t have a significant amount of market or investment knowledge.

Contact Us Today

If you’re ready to start saving for your child’s college education, then contact Potter Financial today. You can reach us by calling (713) 972-1316. Moreover, you can learn more about our 77042 Educational Savings Account by clicking here.

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