About Tom Potter – Retirement Solutions Specialist


Retirement Solutions Specialist

I am contracted with numerous insurance companies and affiliated with a national insurance agency that provides me with assistance for selecting the best product for you.

Assessing and addressing your financial concerns is the most important task I perform. I would rather not make a sale than to sell you a product that might not meet your needs.

“As a a life insurance agent I work for you. I am a non-fee based provider. My quota is one satisfied client at a time.”
-Thomas Potter


I have 40 years of experience working in financial service businesses, and I have sold Medicare and other health insurance which has helped me to understand the senior market.

My formal education consists of:

An M.B.A. in Finance
A B.A. in Accounting

“Act now, save now, and enjoy forever.”


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