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Retire with Confidence
The Porter Process
Our three-step planning process works to help identify and implement suitable financial strategies for helping out clients meet their needs and achieve their goals and objectives for retirement.
1
Make a Plan
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
2
Apply Discipline
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
ALL SERVICES
Wealth Management/Investment Planning
Retirement Savings Optimization
Long-Term Care Planning
Tax Planning
Tax-Free Retirement Income Planning
Social Security Optimization
Medicare Planning
Income Planning
Legacy and Estate Planning
College Funding
Inflation Protection
Liquidity Needs Planning
Mortgage Protection
1 hr
100 US dollars
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