Services

All advisory services are offered on a fee-only basis which means we do not sell financial products for commission. We have programs for every budget and financial situation. Call to inquire about our fees. The following is a representative list of advisory services offered by Portnoff Financial:

Select clients will have access to our Wealth Management Solution which provides secure online access to view all of your financial information in one place at one time regardless of where your assets are held.

Services may be offered in any of the following manners:

INITIAL CONSULTATION

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. Click here to learn more about the initial consultation.

WRITTEN FINANCIAL PLANS

A written financial plan is a guide to achieving financial success. Consider it a blue print for building your financial house. Your plan will cover any relevant areas of your financial affairs such as net worth, retirement, insurance, asset allocation, education funding, debt reduction, estate planning, etc. Plans can be comprehensive or targeted to specific areas depending upon your needs.

FINANCIAL COACHING

Financial Coaching means addressing every aspect of your financial life in a consultative way with solutions that encompass a complete range of services. Financial Coaching is for clients who want a long-term relationship to assist in the implementation and on-going management of their financial affairs.  For additional information, click on Financial Coaching.

ASSET MANAGEMENT

Portnoff Financial LLC has developed the capability to deliver a full array of true, on-going Institutional 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 many Investment Advisory firms, Portnoff Financial LLC has the capability to provide this service with no minimum account size! Socially Responsible/Conscious portfolios are available. For additional information, click on Asset Management.

HOURLY CONSULTING

Hourly consulting is offered to clients who need advice on various financial issues but 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 client’s financial affairs in which they need advice. Agreements can be as short as a two-hour meeting or several hours for a particular project such as a college plan.

COMPANY SPONSORED RETIREMENT PLANS

Portnoff Financial offers consulting and asset management 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.

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