Wendy Potter

Title
Retirement Planning Specialist
Company
Society for Lifetime Planning
Email
wendy@lifetimeplanning.com
Business Phone
248-952-1744 Ext. 125
Mobile Phone
586 - 291-7127

Professional Information

Region
Southeast Michigan
Occupation
Financial Services
Industry
Financial Services
Expertise
Wendy has been a financial advisor for more than 20 years. She specializes in working with physicians, professional females, and engineers in the automotive/supplier industry. A frequent presenter, she often hosts programs that address women's unique needs when planning for retirement.
Affinity Groups
  • Active Inforum
  • Troy Morning Group
  • Wine Lovers

Executive Profile

Memberships, Board Positions, etc.
I serve as co-director of Lifetime Planning Women's Program, which provides financial, educational, and social programs specially designed for women over 50. The goal is to help women move forward with confidence.
Something you should know
I have been a financial advisor for almost 30 years. I specialize in working with physicians, professional females, and engineers in the automotive/supplier industry, with a primary focus on helping families achieve their financial goals through proper planning (and utilizing risk management tools). I am proud to have helped several families over 2 and 3 generations.
Her Personal Side
I am the proud mom of two adult sons who live in Nashville. When I am not working with clients, I enjoy exploring old and new places in Detroit, outdoor activities; walking, golf, boating and traveling to Nashville to visit my boys.
Most people don't know
As a frequent presenter, I provide ongoing educational programs at metro Detroit hospitals to help physicians pursue financial success. Additionally, I have hosted programs for INFORUM and other organizations that addressed women's special needs when planning for retirement.
Words of Wisdom
Turn Adversity into opportunity. When life is scary, be brave. Better days are ahead.