About Us

Tax-Free Income. Worry-Free Retirement.

At Porti Tax and Financial Group, we provide comprehensive financial planning services with a focus on helping clients navigate the complexities of retirement income planning. Our approach is centered on creating tax-efficient strategies tailored to each client’s unique financial situation and goals. We prioritize transparent communication, helping our clients fully understand the strategies we recommend and how they align with their long-term objectives. Our aim to help our clients make informed decisions that support their financial well-being.

Our planning process starts with one question: What needs to take place going forward so that you can live a life of significance and purpose? Our strategic planning process focuses on your unique goals, the comprehensive road map you’ll need to follow in order to achieve them, and how taxes will impact your income streams before and during retirement.

We invite you to discover how our approach can support your financial journey. It’s not just about planning; it’s about planning differently.

Our approach combines personalized financial strategies with a commitment to client-focused service and a clear vision for sustainable long-term growth.

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.

Meet Your Advisor

Bill Porti

Bill Porti has been serving clients in the financial services industry since 2006, bringing a wealth of experience and a deep commitment to helping individuals and families achieve their financial goals. A lifelong resident of the area, Bill grew up locally and graduated from Seneca Valley High School before pursuing higher education at Penn State University...

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PTFG Key Pillars of Financial Planning

The PTFG Pillars of Financial Planning can create a solid foundation for managing your financial future. Each pillar plays a vital role in building a well-rounded financial approach tailored to your needs. By addressing each area thoughtfully, you can create a balanced and adaptable financial plan that adapts with you over time.

Explore our services

Retirement Income Planning

Your retirement lifestyle is dictated by your retirement income, not your wealth. The foundation of any financial plan is ensuring a stable and sufficient income in retirement. It's not just about how much you've saved—it's about how much you can effectively use. A clear, strategic plan is essential to ensure that you use your assets in a way that will maximize your retirement income.

Risk Mitigation

Protecting your financial future involves addressing a variety of risks. This includes market risk, inflation risk, tax rate risk, and the potential costs associated with long-term care. By proactively managing these risks, you can safeguard your assets and maintain financial stability in the face of uncertainty.

Tax Planning

Without proper planning, taxes will most likely be your largest expense in retirement. A solid tax strategy is crucial, particularly if your savings are in tax-deferred accounts. Understanding how Required Minimum Distributions (RMDs) will impact your tax situation is key to minimizing tax liabilities and preserving more of your income for retirement.

Surviving Spouse Protection

Married couples face a hard truth, at some point there will only be one of you. When this happens the income will change. You will lose one Social Security benefit and pension benefits could change. In addition to this, the surviving spouse will be a “single” taxpayer; so taxes increase. This could significantly impact net retirement income. Planning for the future means ensuring that your surviving spouse will incur a financial hardship.

Strategic Investment Management

In retirement, Losses hurt you more than gains help you. Achieving your financial goals requires an investment strategy that balances the desire for returns with the need to minimize risk. This involves carefully selecting and managing investments to achieve the desired outcomes with the least amount of risk possible and adjusting with changing market conditions

Health Care and Long-Term Care Planning

Preparing for unexpected health events is a critical component of financial planning. This includes having strategies in place to cover health care and long-term care (LTC) costs, ensuring that these potential expenses do not derail your financial plan.

Legacy and Estate Planning

Legacy planning ensures that the wealth you’ve built is efficiently passed on according to your wishes. Effective estate planning minimizes taxes and other expenses, ensuring that your assets go to your beneficiaries in the most efficient and organized manner possible.