West Houston Retirement Investment

If you’re looking for West Houston Retirement Investment, call Potter Financial. We can help you make smart investment decisions that you won’t regret when it’s time to cash out on your retirement savings. In fact, if you opt for one of our managed retirement accounts, we can actually make those smart investment decisions for you.

Our financial advisors know how to help you plan for retirement. Our firm also performs the services necessary to oversee and manage the securities in your accounts. Whether you’re new to investing or you want to leave the impersonal, big-name bank when your accounts are currently located, Potter Financial has something for you.

How To Choose a West Houston Retirement Investment Firm

West Houston Retirement Investment

West Houston Retirement Investment

One of the great things about Potter Financial is that we’re a firm that can truly do it all. From financial and retirement planning to investment advisory services to account management, we’ve got you covered. Just because we’re local doesn’t mean you have to stop by the office every day to get your business handled. Visit us when you need to and let us manage what you don’t want to deal with. You’ll find that Potter Financial is flexible in terms of account offerings, services, and work styles. We adjust according to our clients’ needs.

The one thing that remains consistent from one client to another is a preference for local service. There are many benefits to this. Working with a West Houston retirement investment firm affords you many benefits. For one, we know what factors to keep in mind when it comes to planning for your future in the city. On top of that, we’re conveniently located. This allows you to have in-person meetings with our team at your convenience. Being able actually to communicate face-to-face with your financial advisor can make a surprising difference. You’ll have more trust for the people managing your finances. This, in turn, allows us to execute the best investment objectives for you in a timely matter.

Our Retirement Investment Services

If you’re trying to save for retirement, you don’t have time to spare. And we stand by that, even if you don’t plan to retire until five decades from now. Every moment that your money spends in a no-interest or low-interest account is another moment wasted. To us, even the yields on high-yield savings accounts are not as great as what other options can give you. If you really want to make money for your retirement that you can actually live on, you probably need to invest. We provide many different services to help you get started with this safely.

Retirement Planning

Retirement planning

Invest in a fun and comfortable retirement

The first step before we start investing is to develop a plan of action. We have to answer questions such as:

  • How much money do you need for retirement?
  • What expenses do you expect to have post-employment? Will you still have a mortgage? Will your children still be in school?
  • Do you have specific financial goals?

Those are but a sample of the many questions we will ask. A thorough examination of your current and future financial standing is the key to making sure we plan appropriately. In addition to asking those questions, we examine:

  • Debts
  • Assets & Asset allocation
  • Real estate
  • Estate planning, if any
  • Tax planning
  • Current investments

Then, we have to have a detailed discussion about your proposed investment strategy. Even if you don’t think you have one, you probably do. There is a certain way you will want to act when you see a different dollar amount in your investment account that you saw the previous day. Your reaction can clue us in to the type of investments that need to compose your portfolio. Your indicated level of risk can also let us know whether you would be better off with a direct or managed account. Fortunately, Potter Financial has accounts that work well with any risk level.

Account Type

Retirement Planners

Great ways to save and invest

Of course, you’re going to want to put your retirement investments in a retirement investment account. By utilizing a designated retirement account, as determined for tax purposes, you set yourself up for success. With a traditional savings account, you can trade marketable securities. With a non-retirement investment account, you aren’t bound to keep your money in the account. If you’re prone to withdrawing from your regular savings account, you can imagine how hard it would be to save for retirement.

Many people tuck away money into savings accounts for retirement (or even into actual retirement accounts!), only to withdraw the money whenever they go a little over budget. Their rationale is, “I have a ton of time to pay it back.” As you can imagine, that money hardly ever gets paid back. This is where having a managed retirement account really comes in handy.  Count on Potter Financial for that extra financial security you need. We’ll work diligently towards giving you a suitable type of account for you and your family. Contact us today to learn more about how we can help you.


Once we’ve opened your Roth or Traditional IRA or rolled over your 401K plan, it’s time to put that money to use. We actively trade a wide range of securities, so you have endless opportunities when it comes to diversifying your portfolio. For instant diversification, consider mutual funds. Our financial advisors will wisely the funds in a methodical way. There is no way to guarantee success, but with careful planning and attention to detail, we believe we can give you higher chances of seeing positive results. Above all, the goal here is to put our experience to use by helping clients who wish to enter the investment world.

Call Our Advisors Today!

Why waste any more time? Bring your existing accounts or new capital over to Potter Financial. You can call us at (713) 972-1316 or contact us online to schedule your free initial consultation. It’s during that time that we’ll do our first assessment and identify your wealth management needs. If you wish to learn how our West Houston Retirement Investment services can help, click here.

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