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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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Lease Payment
How much would your monthly lease payment be?