The Carrie Potter Group

Specialties

The Carrie Potter Group, LLC provides business consulting and financial planning services to small businesses and professional athletes.

Carrie Potter is a CFP® professional dedicated to providing honest and straight forward advice.

Potter is also an accomplished public speaker and available for business, motivational, or fundraising speaking opportunities.

History

Established in 2006.

Potter formed The Carrie Potter Group, LLC in 2006 to manage professional athletes with a focus on three key priorities: protect their earnings, invest for their future, and give back to the community. Her advisory business expanded its services in 2008 and has since provided financial consulting services for small businesses in addition to professional athletes.

Meet the Business Owner

Carrie P.

Business Owner

Potter formed The Carrie Potter Group, LLC in 2006 to manage professional athletes with a focus on three key priorities: protect their earnings, invest for their future, and give back to the community. Her advisory business expanded its services in 2008 and has since provided financial consulting services for small businesses and professional athletes.

The Carrie Potter Group has advised numerous professional athletes and multiple small businesses successfully over the past eight years. Potter has served as the lead liaison or advisor on the following matters: due diligence, forecasting, policies & procedures, business plans, strategy, tax, legal, insurance, cash management, asset allocation, real estate, estate planning and retirement planning.