Services

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Services

All advisory services are provided exclusively fee-for-service which means that I do not sell financial products for commission. These services are grouped in the following general categories:
 
DISCOVERY CONSULTATION
An initial Discovery Consultation is provided free of charge so that we can get to know each other and determine if we have a reasonable basis for working together. We will use this time to discuss your situation, what is important to you, as well as your responses to a Financial Life Checkup, after which you will have the opportunity to ask any questions you may have. For additional information click on Discovery Consultation.
 
INVESTMENT MANAGEMENT
Investment Management services are right for you if you wish to simplify your life by delegating the responsibility of managing your investment portfolio to a knowledgeable professional. Portnoff Financial has developed the capability to deliver a full array of Investment Management solutions based on a proven, six-step process by a team of experts in the key areas of investment management and portfolio design. Unlike most advisors who rely on a single investment strategy for all of their clients, Portnoff Financial has the capability to implement a variety of portfolio management styles taking into account different economic cycles and market cycles to provide a greater level of diversification and risk reduction customized for your unique needs. For additional information click on Investment Management.
 
 
COMPREHENSIVE FINANCIAL PLANNING
Comprehensive Financial Planning means addressing every aspect of your financial life in a consultative way with solutions that encompass a complete range of services. This can include retirement planning, estate planning, tax planning, college planning, etc. This service is for clients who want an ongoing, long-term relationship with a trusted advisor to provide financial advice as life and circumstances change. For additional information click on Comprehensive Financial Planning.