Porti Tax & Financial Group
At Porti Tax & Financial Group, we believe that financial planning should reflect your individual needs and aspirations. Whether you’re navigating tax strategies, preparing for retirement, or managing investments, we’re here to offer thoughtful insights that align with your personal goals. We understand that financial decisions can be complex, and our focus is on helping you explore options that work best for your unique situation.
Our core belief is that you should have a comprehensive, written retirement plan that includes many individual elements that all work together to accomplish your goals. In our experience, many people have “pieces” of a retirement plan in place, but they are not working together cohesively. We can help you fill in gaps and align all the elements of your plan into an optimized strategy.
If you’re ready to take the next step, we’re available to discuss how we can assist with your planning. Reach out today to schedule a consultation, and together, we’ll review strategies designed to support your financial journey.
Our Mission
We are committed to helping you navigate retirement by focusing on tax efficiency and comprehensive risk management, ensuring your plan aligns with your long-term goals.
Our Vision
Our vision is to empower individuals to make informed financial decisions, creating strategies that adapt as life changes and guiding you through every stage of retirement.
Our Values
We prioritize proactive planning, personalized strategies, and a collaborative approach to help you address retirement risks and meet your financial objectives with confidence and clarity.
Our Process
At Porti Tax & Financial Group, we meet you where you are, guiding you step-by-step with personalized tax and financial strategies tailored to your unique situation.
Your life - the way it looks today is a result of your choices. What will you choose today for your tomorrows?
Ready to take the next step in strengthening your financial future? Explore our services and schedule a consultation today to start building a plan that works for you.
Strategic Tax Planning
We specialize in tax-efficient strategies to help you minimize tax liabilities and optimize your retirement income, providing financial stability and confidence throughout your retirement years.
Income Protection Planning
Our Income Protection Planning services work to incorporate lifelong income streams into your portfolio so that you don’t run the risk of outliving your money.
Comprehensive Risk Management
We create tailored risk management strategies that protect you from risks like long-term care needs, critical illness, and income loss, aligning your coverage with your goals.
We offer specialized services, including comprehensive tax preparation and financial planning for federal employees, providing strategies to help meet your unique financial needs and goals.
Tax Preparation
Federal Employee Advocates
Since 1974, Federal Employee Advocates has been helping Federal Employees understand their benefits and plan for a successful retirement.
Ready to Discuss Your Financial Future?
Let’s connect and explore how we can help align your financial strategies with your life goals.
Educational Resources
Discover our blog for insightful articles, practical advice, and informed perspectives on financial management. We’re dedicated to enhancing your financial well-being through education and informed decision-making.
Retirement isn’t the end of the road—it’s a new phase that often requires flexibility and rethinking. Today’s economic environment brings ongoing change, from inflation and interest rate swings to unpredictable
One of the biggest financial concerns in retirement is outliving your savings. With increasing life expectancy, many retirees face the challenge of stretching their savings over several decades. This is
As retirement gets closer, managing your finances can become more complicated, and one key aspect you’ll need to keep an eye on is Required Minimum Distributions (RMDs). Once you hit
Portions of the following content on the three buckets approach to tax-free retirement income have been adapted from the book Tax-Free Income for Life by David McKnight and reference his
As you approach retirement, building a steady and reliable income will likely be one of your main focuses. Fixed annuities can help meet this need by offering a consistent source
The following article on guaranteed lifetime income planning is adapted from the book Tax-Free Income for Life, by David McKnight. There’s a massive X factor when it comes to retirement
