PORTICO FINANCIAL GROUP, LLC

1006 Convair Street
Bentonville, AR 72712

Phone:

512-568-9635

E-mail:

mike@porticofinancialgroup.com

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A FOUNDATION FOR YOUR FUTURE

Welcome to PORTICO FINANCIAL GROUP!

We are a holistic financial planning firm that provides solutions for tough financial questions:

What happens to my family if I die too soon?
Will my retirement savings last long enough?
How will I take care of my children's education?
How can I organize my investment portfolio?
How will I afford the higher health care costs in my later years?

We're available to help you develop a plan to address questions such as these…so you can rest easier and enjoy life.

Please take some time to learn about Portico. If you are ready to get your financial matters organized, contact us today. We'd love to hear from you.

To download a copy of Form ADV, click here.

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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