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
-
Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
-
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
-
Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
-
Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.