Services

Financial Planning

We see the effects of poor or little financial planning every day. Fortunately, the financial problem-solvers at Potter Financial can help. By outlining a solid financial plan, you can do more with the money you have, both in the short-term and the long-term.  

Retirement Planning

The reason many adults put off retiring until long after the age of 62 isn’t passion, dedication, or even boredom. The fact is, the average adult’s current retirement savings aren’t sufficient. How you spend your life three to four decades from now will be largely determined by the amount of money you have saved at the time of retirement. For most people, those savings won’t be enough for a comfortable, enjoyable retirement. But that’s because most people don’t have Potter Financial.  

Investments

After a free consultation with our financial planners, you’ll have a much better sense of the type of investments that offer you the best chance at achieving your financial goals. Furthermore, we can help you reach those goals by providing access to thousands of prospective portfolios, securities, and accounts, including mutual funds.  

 Education Savings

Despite all of these great reasons to go to college, the cost of attendance can convince you otherwise. Though there are many ways you might pay for your child’s education, many of those options restrict your child’s choice of school or occupy their study time. With an education savings account managed by Potter Financial, you can easily save money for your child’s educational expenses.

Call Today for a Free Consultation

If you are interested in learning more about our wide range of services, don’t hesitate to give us a call. We are always ready to answer any questions or concerns regarding our services. You can reach Potter Financial by calling (713) 972-1316. We are excited to meet you personally and find the best ways to help you grow your wealth.