Financial planning usually means creating a strategy for accumulating wealth for retirement and personal goals. Investment management focuses on managing financial assets with a performance level in mind. Wealth management, in comparison, considers the total net worth of a family, a couple or an individual. It weighs financial decisions in light of an investment portfolio and additional components of the financial picture such as real estate, insurance, a business, charitable gifting and more.
We’ll work with you to ensure that all your hard work and assets go where you say, even after you’re gone.
Control all aspects of your money and your life with experienced financial planning services from Potter & LaMarca.
You’ve worked hard to improve your financial future. Potter & LaMarca will make your money work hard for you.
For businesses or individuals, Potter & LaMarca will advise you on your debt and finance options, help lower payments or reduce interest paid.