A FOUNDATION FOR YOUR FUTURE
Welcome to PORTICO FINANCIAL GROUP!
We are a holistic financial planning firm that provides solutions for tough financial questions:
- What happens to my family if I die too soon?
- Will my retirement savings last long enough?
- How will I take care of my children’s education?
- How can I organize my investment portfolio?
- How will I afford the higher health care costs in my later years?
We’re available to help you develop a plan to address questions such as these…so you can rest easier and enjoy life.
Please take some time to learn about Portico. If you are ready to get your financial matters organized, contact us today. We’d love to hear from you.
Newsletters
-
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
-
New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
-
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
-
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.