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Timothy J. Potjer Headshot

Timothy J. Potjer, CFP®, ChFC®,CLU®

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Do you have concerns about any of the following?

  • Estate Planning

  • Business Planning

  • Retirement Planning

  • Education Planning

  • Investment Planning*

  • Risk Management Planning*

*As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

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Disclosure

Timothy Potjer is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #0L13405), FL, IA, IN, ME, MI, MO, TX, and VA. No insurance business may be conducted outside the states referenced.

Timothy Potjer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2555 84th St Sw, Po Box 303, Byron Center, MI, 49315, 616-878-5098. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, IN, MI, MO, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Timothy Potjer is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, IN, MI, MO, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

POTJER FINANCIAL RESOURCES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither POTJER FINANCIAL RESOURCES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.