77042 Financial Advisor Near Me

Have you been online searching 77042 Financial Advisor Near Me? If so, then you’ll likely be interested in the services that Potter Financial has to offer. A few of the services we offer are investment objective planning, retirement plans, and other products and services that help clients experience the best financial services in the industry. Based in Houston, TX, you can rest easy knowing that you’ll be advised by the most qualified advisors around. Above all, we’re here to help clients reach all of their financial goals. With careful planning and attention to detail, we are sure to find the financial plan best suited to your current financial situation. Contact us today to learn more about our services and why you should let us help you.

77042 Financial Advisor Near Me

Great 77042 Financial Advisor Near Me

Life can be very unpredictable at times. Therefore, it is important to do your best to plan for the unexpected. With Potter Financial, you’ll have a partner ready to go over all the possible outcomes and prepare in the case of potential shortfalls. Being ready for what life throws your way is a great way of avoiding any type of problem in the future. Additionally, we take the time to get to know each and every one of our clients. The goal here is to get our clients the most personal and attentive services in the industry. Together, we’ll create a truly comprehensive plan to help you prepare for anything that may come your way.

Experienced 77042 Financial Advisor Near Me

If you have been searching online for the best financial advisors near you, then you’re probably in need of professional financial advice. Fortunately, Potter Financial’s advisors have vast experience in the financial services industry. With the experience of 6 years and growing, we have come to see and deal with all types of personal financial services. As a result, we are very confident in our ability to help you get the most out of your finances. By choosing Potter Financial, you’ll be making the best decision for you and your family.

Furthermore, we are constantly looking for ways to improve our services. The financial world is always changing, and some techniques and practices that may have been effective in the past may not be so effective now. Therefore, it is important to adapt to the everchanging landscape. Here at Potter Financial, we stay up to date with all the latest practices in order to get you the most accurate tips in the industry.

College Fund

Create a Comprehensive College Fund

Setting a Goal

Just like any other plan, a financial plan needs to have a clear and achievable goal. Otherwise, a plan without a goal is basically a map; it can show you everything is, but it won’t tell you where you should go. If you just can’t seem to be able to come up with a goal, we can help you set one. Most financial goals are either short-term (less than five years) or long-term (over five years). For long-term goals, we usually recommend managed investments with Potter Financial. On the other hand, we recommend alternative methods of saving for short-term goals. Here are some of the examples of long-term goals:

  • Saving for retirement
  • Saving for child’s college expenses
  • Leaving an inheritance for children or grandchildren
  • First home purchase

And if you ever decide to change your goals, you have the option of opening a new type of account. By doing so, you’ll be aiming for both goals simultaneously without hindering that progress of either. Even more, if each person in your family has different needs, we can come up with personalized strategies for each person.


After we get to know you and your financial goals, we can then start the process of creating a strategy. The experienced financial planners at Potter Financial can offer suggestions on how to reach for your goals. Every financial strategy we create is based around current income, assets, risk tolerance, current tax bracket, estimated tax bracket at the time of retirement, and more. Depending on a number of factors, we can then suggest the account and investment strategy that best fits your current situation.

If clients are suited to our available managed accounts, they may be able to tolerate more risk than you would if you were to manage your own funds. Moreover, our portfolio selection is great when it comes to the range of mutual funds. As a result, you’ll be able to enter the market and work towards seeing returns quickly, even without much knowledge of the market or investments.

Potter Financial

Invest in your family’s future

Types of Accounts

Once we take into account your goals and strategy, we’ll be able to determine which account is best for you. Whichever investment account we select depends on your particular situation. The types of accounts that we offer include:

  • Traditional IRAs
  • Roth IRAs
  • Direct accounts
  • Managed accounts
  • 529 Educational Savings Accounts

In addition, Potter Financial also offers 401K rollovers, IRA rollovers, and backdoor IRAs. We also support SEP IRAs, Simple IRAs, and more. Above all, we’re here to offer personalized account management.

Helping You Reach Your Goals

Building and preserving wealth requires careful and specialized attention. With Potter Financial, you’ll receive one-on-one guidance and a financial plan that will help you manage your wealth and aim to create growth and longevity of your finances. The goal we have in mind is helping our clients reach their financial goals. We can do so by helping them save for a number of important things such as:

  • Retirement Savings – Any personal financial plan should include a plan to save for retirement
  • College Savings – Saving for college is another huge part of financial planning, we can help you save and optimize your wealth to help pay for your kid’s college education
  • Protecting Your Family – In the case that you become incapacitated, we can help you work towards having an adequate amount of money in your emergency fund to keep your family well-protected

Contact Us Today

If you are ready to get your finances in order, then you should definitely contact Potter Financial. You can reach us by giving us a call at (713) 972-1316. Moreover, you can learn more about experienced 77042 Financial Advisor Near Me by clicking here.

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