Welcome to Portnoff Financial LLC

If you have ever purchased a financial product, you may have wondered if the recommendation was right for you or was the salesperson just trying to sell you a product to earn a commission. Unfortunately the vast majority of so-called "financial advisors” are simply financial products salespeople in disguise. Commissions on financial products such as mutual funds, annuities, and life insurance can be quite high. In order to pay these sales commissions, the product provider charges fees that in most cases are buried within pages of fine print and are simply not required to be fully and clearly disclosed. In addition, many financial products have a surrender penalty the purpose of which is to recover commissions already paid if you surrender your product early.

Once the product is sold and the commission earned, many consumers do not hear from their "advisor” until there is another opportunity to sell another financial product and earn another commission. These hidden fees can result in less than fully informed financial decisions that can negatively affect your wealth. Conflicts of interest such as this exist in all businesses however when receiving financial advice you should have the right as a valued client to feel confident that your interests are coming first. The solution is simple; Fee-for-Service Financial Advice.

Portnoff Financial LLC was founded on the principles of fiduciary responsibility and full disclosure which means your interests always come first. As an Independent Financial Advisor adhering to an exclusively Fee-for Service business model, you will receive unbiased advice on what is best for you without the conflicts of interest inherent in the process of selling financial products.

Working with Portnoff Financial LLC you can be confident that you will receive unbiased advice free from hidden fees!

Schedule a complimentary Discovery Consultation to learn more about how Portnoff Financial LLC can help you reach your financial goals to enjoy peace of mind and financial security.