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Services
  • Comprehensive Financial Counseling
  • Divorce Planning including Investment/Budget Counseling
  • Asset Management, Asset Allocation and Portfolio Design
  • Retirement Distribution Planning (early, lump sum, normal retirement)
  • Education Funding Plans
  • Planning for Receipt and Management of an Inheritance
  • Estate Tax Planning and Implementation
  • Insurance to Meet financial and Estate Tax Needs
  • Access to Nearly 11,000 Mutual Funds, Load and No-Load
  • Private Investment Management Services
  • Fixed Annuities and Variable Annuities (Tax-Advantaged/Tax-Deferred Investing)
  • Individual Retirement Accounts (IRA’s, Roth IRA’s, Education IRA’s)
  • Retirement Planning Seminars
  • Deferred Compensation and Other Non-Qualified Retirement Plans
  • Stocks, Bonds, and Other Investments
Securities offered through Securities America, Inc., Member NASD
Securities offered through Securities America, Inc. Member NASD/SIPC and Advisory services offered through Securities America Advisors. Gordon H Porter, Representative. Trusted Wealth Advisors and Securities America, Inc. are not affiliated. Gordon H Porter is securities licensed in the states of Arizona, California, Delaware, Florida, Georgia, Massachusetts, Maryland, Minnesota, Ohio, Oregon, Pennsylvania, Virginia and Insurance licensed in Minnesota, Oregon, and Pennsylvania.
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