Mike Potter
Retirement is exciting and scary.... and by far the biggest challenge in personal finance. Which is why Mike specializes there.
A lot of financial "advisors" simply want to invest your money or sell you insurance. Mike helps clients with more areas of their finances. And unlike a general advisor who helps you climb the mountain (save money), Mike helps clients summit (retire to the life they want) and get down the mountain safely (AKA not run out of money)
Mike started True Wealth Financial, in 2017, with the purpose of helping Christians achieve their true purposes in life, while ensuring they are financially responsible and good stewards (Luke 16:11)
Prior to starting True Wealth Financial, Mike worked as a registered representative and investment advisor at Securities America, as well as the financial counselor at the Central Intelligence Agency (CIA).
Mike has a Master's Degree in Business Administration. Additionally, he completed the Graduate Certified Financial Planning Program at Florida State University.
When not at work, Mike can be found spending time or traveling with his wife Erica, whom have been married for almost twenty-four years (in November), or visiting their four adult children (Autumn, Savannah, Nathan & Chrissy). If you get the chance, be sure to ask him what books he is currently reading.
