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Why Chuck & Josh - A Very Simple Choice

"You run your life. We'll run your money."

Client Centered

Chuck and Josh Potter want to make financial matters simpler for their clients - family and business matters, tax and estate issues, investment concerns. Their work frees people up to fully enjoy good times, and to retire with confidence. 

The Potters provide complete services to address their clients’ needs to accumulate, protect and transfer wealth. They help clients create total retirement strategies based on their unique objectives. 

Josh says the team’s personal approach to working with clients makes them unique. “When people are facing complex financial issues, they need someone who can make sense of it all. We’re there to help them allocate their assets and create strategies to achieve their goals.” 

Chuck and Josh divide responsibilities based on their unique abilities and concentrate on their strengths by providing specialized services.

"We like each other, and we build relationships with our clients," says Chuck. "From our process to the follow-through and accessibility we offer, we show them how they can rely upon us.

Combined, Chuck and Josh have more than three decades of experience. They share the same values and spiritual base that define their personal and professional lives. 

If you’re interested in simplifying the complexities of your financial life, turn to Chuck & Josh Potter. Together, they can help you understand how you can achieve your goals and find the confidence you deserve for your future. Call or e-mail them today for a free consultation and get the answers you need.