Welcome to Porter Financial Strategies
financial planning for your future is what we take pride in. Chris Porter has been planning for his clients' needs for over 25 years. Whether it’s for your child’s future educational goals, your retirement or to leave a family legacy, Chris is here for you and your family’s financial objectives. Feel free to click on “Services” to see what we have to offer here at PFS.
Porter Financial Strategies
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What does the Tax Reform and Jobs Act mean for you?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?