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
-
The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
-
Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
-
Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?