Alan N. Potts has been in business since 1986. His education in finance, economics, real estate, mortgages and retirement accounts gives him a unique perspective in the use of IRAs and 401(k) rollover accounts for the purchase of real estate. Clients have used his advice to help them purchase the real estate they desire and to effectively unlock the long-term potential of their retirement accounts. By providing this advice and using creative risk management techniques, he gives his clients a new and innovative approach to retirement account management.
His approach is simple: client education and knowledge.
Born in Aiken, South Carolina, Alan moved to Atlanta and in 1965 settled in Tallahassee, Florida. He graduated from the School of Business at Florida State University with a major in Risk Management. He holds the additional designations of Chartered Financial Consultant and Chartered Life Underwriter from the American College in Bryn Mawr, Pennsylvania.