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
Making the most of surprises is a great reason to work with us.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
“Listen, money doesn’t grow on trees.”
Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
How literate are you when it comes to your finances? Brush up with these five basics.
What's your vision of retirement?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A couple become Retirement Plan Detectives, searching records from old employers.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn about cyber liability insurance in this entertaining video.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.