YOU DO A LOT OF GREAT THINGS - MANAGING YOUR FINANCIAL WORLD DOESN'T HAVE TO BE ONE OF THEM.

A business meeting around a table.

BESPOKE FINANICAL GUIDANCE TO HELP BUSY, SUCCESSFUL PEOPLE THRIVE

At Potthoff Financial, we help people like you optimize your wealth without overwhelming your time or energy. By providing clarity about where you are and where you’re headed, we give you confidence to make intentional, strategic decisions that align your wealth with your values and goals. As your financial partner, we provide highly attentive service, taking as much as possible off your plate so you can focus on what matters to you.

When you work hard to build a great life, you deserve to know your wealth is also working hard for you—and that a trusted professional has your back.

THE POTTHOFF STANDARD

We take our responsibility as your advisor seriously—this is your money, your life, and your future, and you deserve the very best guidance to help you make the most of it. That’s why we’ve committed to four standards of excellence that guide the way we serve you.

Personalized Approach

We always begin by getting to know you, helping you articulate your priorities so we can develop a personalized plan that aligns your wealth with your unique goals.

Extensive Oversight   

We look at the entirety of your financial world, digging deeper and wider than most firms to ensure we address everything that impacts your financial wellbeing.

Selfless Care

We see our clients as people, not numbers, and we want you to experience your best life. All our recommendations stem from our expert opinion about what’s best for you.

Lifelong Partnership

With us on your team, you never have to go it alone. We are constantly monitoring your progress, helping you stay on the best track for your ideal life.

OUR DESIGNATIONS - EXTENSIVE EXPERTISE FOR COMPREHENSIVE SUPPORT

Dedicated to your best interests

Our aim as advisors is to always be evolving, improving our service and expanding our knowledge to better meet your needs. Continuing education is incredibly important to us, which is why we regularly devote time and resources to furthering our planning expertise. We possess a broad range of financial knowledge, and as fiduciaries, we have committed to the highest standard of ethical conduct, promising to always do what’s best for you.  

We are proud to hold the following designations:

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Advisor for Senior Living® (CASL®)