The selection of a financial expert may be one of the most important decisions you’ll make in your life. You want to feel you’ve chosen someone who is not only competent but who has a good grip on the markets and can help you ride out the waves of uncertainty in the future.

Certainly you’ll select a fiercely loyal counselor whose advice will stand up to the test of time.

The Internet is not a sufficient medium for making your final decision. We want to talk with you in person. If travel is hard for you, we’ll come to your home as we often do for our valued clients. The relationship that we build together must be solid enough for you to benefit from our guidance even if the economy hits some rough patches, as it does from time to time.

We appreciate that you are an individual.

We get to know you personally as well as your business or home environment. We listen to you: what’s important, what your priorities are, what challenges you are facing and how you view your strengths. Our goal is to work with you to implement strategies that would best serve you, our client.

Our programs and strategies are flexible.

Different clients need different things at different times. Our programs and strategies have built-in flexibility to ensure maximum relevance and ‘do- ability’ for our clients. We design action plans that may produce sustainable results with less struggle.

We operate with the highest level of integrity.

We are always open and honest with our clients – we tell it like we see it. If something is not working, we won’t kid ourselves or you that things are okay. We don’t believe in wasting your valuable time – or ours – on strategies that aren’t getting you measurable results.

If you are like the typical investor today, you may be struggling with low fixed rates, uncertain or erratic returns, and at the same time you are squeezed by increased cost of living. Your attention needs to be on how you may be able to get control of your entire financial picture in order to make sure that your retirement is secure and successful.

As you look for ways to reduce costs, you need to be careful not to cut critical services or take unnecessary risks. You have to strike a balance between the risk of inflation eating away at your savings and the volatility inherent in some types of investments.

No matter which areas we work on with you – Retirement Planning, Investment Advice, Risk Management, Debt and Spending Planning or Wealth Transfer Structuring, we follow these guiding principles:

We want to work with you as a trusted advisor. With most clients we become deeply involved in their business and feel a part of it with a real vested interest in the success of the goals.

Our goal is to take the complexity out of investment advice, risk management and retirement planning so that you can make confident decisions on them and move your attention to enjoying all the other parts of your life.

Our goal is for you to have complete understanding and receive full disclosure of procedures, fees and other costs.Education of clients is a top priority through our periodic seminars, in person meetings, email updates and website resources on complex issues.

Responsiveness is “Job 1″. Mike, Guy and the staff at Porter Kickham stand ready to meet your need for prompt attention to requests for statements, account service, and other questions as you go along. We understand that when you have a question, you need quick action.