At Porti Tax and Financial Group, we specialize in comprehensive financial planning with a focus on tax-efficient retirement income strategies. Our goal is to help you navigate the complexities of retirement with a plan that aligns with your unique financial situation and long-term goals. We prioritize clear communication, making sure you fully understand how our strategies work to support your financial well-being.
With a focus on tax efficiency and personalized strategies, we develop comprehensive financial roadmaps that align with your unique goals. Our approach prioritizes growth while managing risk, helping you navigate the complexities of taxes and investments with greater confidence.
Porti Tax and Financial Group understands the significant impact taxes can have on your retirement income. Without proper planning, taxes could be your largest expense in retirement. Our strategic tax planning services are designed to minimize tax liabilities and optimize the income you receive. We tailor tax-efficient strategies to your unique financial situation and retirement goals, addressing key areas such as managing RMDs, Roth IRA conversions, and optimizing withdrawal timing. Our goal is to reduce the taxes you pay, helping you keep more of your income and providing greater financial stability and confidence throughout your retirement years.
Porti Tax and Financial Group’s Income Protection Planning services are designed to help protect your retirement by creating reliable, tax-efficient income streams. Our approach helps shield you from common financial risks, including market volatility, inflation, rising healthcare costs, and the potential impact of losing a spouse’s income. We work with you to develop a comprehensive, flexible strategy that adapts as your circumstances change so that your retirement income remains stable. By addressing these risks proactively, we aim to provide you with a dynamic, resilient financial plan that supports your lifestyle and long-term financial stability throughout retirement.
Porti Tax and Financial Group offers comprehensive risk management services to protect you and your loved ones from life’s uncertainties. This goes beyond life insurance to help you mitigate risks like long-term care needs, critical illness, and financial strain from losing a spouse’s income. We work with you to align your risk management strategy with your overall financial goals so it can adapt as your life changes. From young professionals to retirees, we craft solutions tailored to each stage of life to meet your evolving needs and provide financial protection when you need it most.
We offer specialized services, including comprehensive tax preparation and financial planning for federal employees, providing personalized strategies to meet your unique financial needs and goals.
Our tax preparers have 30 years of experience and focus on positioning you for the lowest possible tax obligation.
Since 1974, Federal Employee Advocates has been helping Federal Employees understand their benefits and plan for a successful retirement.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. William Porti and/or Porti Tax & Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Porti Tax & Financial Group, LLC) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
© 2025 All Rights Reserved.
