- Alex S. Potter, CFP®
- Financial Advisor
- 833.797.4636 ext. 116
- Schedule a call with Alex S. Potter, CFP®
Alex began his career as a Financial Advisor in 2012 after graduating from Michigan State University. He currently holds FINRA Series 7, 6, 63, and 65 licenses along with his life/health and variable insurance licenses.
There is no shortcut, easy road, or magic wand for a comfortable retirement. The truth is, it takes sacrifice and determination to steadily save for months, years, and decades. Albert Einstein famously said, “Compound interest is the eighth wonder of the world. He who understands it earns it…he who doesn’t pays it.”
Alex is a SmartVestor Pro with Dave Ramsey, providing people with the tools and knowledge to become debt free, build an emergency fund, build wealth, and ultimately be in the position to give generously!
In addition, Alex is a premier speaker for Retirement 567 throughout the state of Michigan–providing educational content for the general public on retirement planning. With confusion around taxes in retirement, social security, ROTH conversions, legacy planning, distribution planning, Medicare, RMD’s (required minimum distributions), and strategic investment ideas, Alex presents thought-provoking and timely information to all attendees to help clear the mud.
Alex is an advocate of the 3-bucket strategy to help retirees smooth out their retirement income needs. By being client-focused and objectively providing honest answers, he will go the extra mile to put together a financial plan to give you a roadmap to success.
Alex also provides investment management solutions for 403(b), 401(a), and 457 investors. If you work for the University of Michigan, Michigan State University, Wayne State, Beaumont Health, Trinity Health Systems, Ascension, etc. he can help!
Alex loves spending time with his wife Cassy, and his three children, Isaiah, Johana and Mia. His family is his pride and joy.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.
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