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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.

Longevity

Outliving financial assets as the result of a longer life.

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.

Our Services,
Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Wealth Management/ Investment Planning

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

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

3

Communicate Progress

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

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