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:
An initial 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.
Portnoff Financial LLC 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, I have the capability to implement a variety of portfolio management styles taking into account different economic cycles and market cycles to achieve a greater level of diversification 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 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.
Hourly consulting is offered to clients who need advice on various financial topics however do not wish to have an on-going agreement. Advice is given on an as needed basis. This service can include any area of a your financial affairs in which you need advice.
COMPANY SPONSORED RETIREMENT PLANS
Portnoff Financial offers consulting and Investment Advisory services to Retirement & Employee benefit plans of small and medium sized businesses. These services include design, establishment, installation, funding, administration, and fiduciary issues of company sponsored retirement plans such as 401k, 403b, profit sharing, SIMPLE IRA, SEP IRA, etc. For additional information click on Company Sponsored Retirement Plans.