It's About Relationships, Not Transactions

You have unique values, objectives, fears, life experiences, and biases.  Any financial professional who ignores or minimizes the importance of "your story" may not be able to help you achieve your ideal outcomes or hit your goals.  Experience the PCA difference!

 

Our Services

Dollar Notes

Asset and Wealth Management

Expert Guidance

Yoga Class

Income, Retirement, and Wealth Protection

The Path to Success

Life & Long-Term Care Insurance

A Comprehensive Approach

Insurance Agent

Tax Efficient Strategies and Coordination

Expert Guidance

Tax Income Reports
 

The PCA Way

Learn more about our firm

 

Our Internal Relationship Team

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Ryan Poterack

CEO and Wealth Manager

Anna Hopkins

Client Relationship Manager

Kaitlin Poterack

Director of Operations

 

Upcoming Virtual Events

  • Brunch & Brainstorm
    Brunch & Brainstorm
    Wed, Jan 26
    Zoom
    Jan 26, 11:00 AM – 12:00 PM EST
    Zoom
    Topic: Income Planning....Moving from Paychecks to Playchecks.
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    RSVP
  • Wine Down Wednesday
    Wine Down Wednesday
    Wed, Jan 26
    Zoom
    Jan 26, 6:30 PM – 7:30 PM EST
    Zoom
    Topic: Income Planning…Moving from Paychecks to Playchecks
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    RSVP
 

Contact Us

Mailing Address:
PCA Service Center
PO Box 350
Morton, IL 61550

anna@poterack.net

Toll Free: 866-486-4947

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