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Potter & Company, LLP partners and staff include Certified Financial Planners and Personal Financial Specialists who are committed to helping you achieve your financial goals. We supplement our hands-on experience with continuing education and training workshops in the latest topics affecting financial planning issues to ensure that you are apprised throughout the year of the trends that may affect your financial future.

Financial planning services we provide to our clients include: • Estate planning • College planning • Retirement planning • Investment analysis • Business succession • IRA distribution analysis • Living trusts • Deferred compensation plan design