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
Helpful Content
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
View all articles 
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?