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
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Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.