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Porter Kickham Joins Association of Wartime Vets(2)
We are now uniquely able to help our clients plan to qualify for this benefit. Those who qualify receive between $12,000 to $19,000 tax free every year.
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Full Story»Five Duties of a Prudent Financial Planner
Looking for objective, unbiased advice? Thanks to the Uniform Prudent Investor’s Act, opinions and special interests count for little; sound process rules. Five new principles define Prudence in regard to investing practices.
Minimum Account Size
Our commitment is that those who wish to invest prudently for retirement succeed in their endeavors. Not everyone who has this goal has enough money saved in order to take advantage of the products or services we offer. However, they can still avail themselves of our expertise.
Fee Only Planning Services
Get Objective, Unbiased Advice
The popular press touts Fee-Only planning as the best arrangement for obtaining financial planning. This arrangement supposedly insures objectivity and unbiased advice for the lowest possible price. In some instances, this is the best arrangement to make. If price is the only concern, then fee-only arrangements make sense for those with at least $750,000 in retirement funds.