Justin Porter, CPA, CFP(r), J.D. - CSBN Connect Directory

Justin Porter, CPA, CFP(r), J.D.

Financial Services

The reality is that it's difficult for families to reach their financial goals.  A coordinated plan and good investment management can make it easier.  Unfortunately, most people are receiving little more than a retirement projection from their advisor.  In many cases, that projection is self-serving for the advisor because it's designed to help sell an insurance, investment or annuity product. 

As an independent, fee-only, fiduciary, my advice will never be used to steer you toward a product sale.  We will start with a thorough analysis of your current financial position.   Then we will work together to capture every opportunity the analysis reveals to make reaching your financial goals easier.  This involves working with your advisory team of CPA's, attorneys, insurance advisors, real estate consultants and bankers to communicate, create and implement the plan.  In most cases, we serve as the quarterback for our client's advisory team to ensure a coordinated approach to their wealth management.  

 Keyword Search: Financial Planning, Estate Planning, Investment Management, Financial Advisor, Financial Adviser, Financial Planner, Retirement Planning, Education Planning, Inheritance, Divorce, Taxes, Fee-Only, Fiduciary, Wealth Management, investments, finance, divorce planning, financial advice, certified financial planner, business planning, succession planning, business succession planning, wills, trusts, estates, IRA, 401(k), 401k

Financial Advising, Insurance, Investing, Tax Services

Company Details

2018
CPA, CFP(r), JD

Contact Information

Porter Wealth Management, LLC

, United States

Location

, United States

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