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Innovative Financial Solutions.
Making Money Work in Your Favor.

Home: Welcome

Our Story

We’ve been providing professional consulting services to individual clients and businesses since 2018. From strategic planning to innovative solutions, our focus is always on building an efficient and results-driven relationship. We believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. We’ll work with you to create a customized plan of action for yourself or your organization. When you work with Porter Finance Group, you should expect a collaboration with transparency and consistency. Get in touch to learn more about our vision and consulting approach. Contact us today for an initial consultation.


Our Vision


Since day one, I have been recognized as a top Financial Consultant. I provide clients with a wide range of services that will help them thrive and grow. Whether it’s project planning, business analyses or crisis management - I’m here for my clients, wherever, whenever.

I know that sometimes things can get challenging, and I’m here to ease the load off your shoulders from day one. If you’d like to learn more about how my consulting services can help you or your business grow, book an introductory meeting today.


Our Services


Boomerang Banking

When is a bill more than a bill?
When that bill is paying for itself!
Learn how to convert your expenses into revenue so that
you can earn money on everything you spend money on.
You work hard for your money, shouldn't your money be
working hard for you!?


Trust Structure

A Trust is an extremely powerful instrument for those who use it, as it provides the
ultimate in:
• Asset Distribution
• Power of Attorney
• Legacy Protection


Will Creation

Assistance planning what will happen to assets after death including taxes and transfer of property to beneficiaries


Private Investment Fund 

We are committed to helping people understand what financial freedom really means. Our core mission is to provide customers around the world with an equal opportunity to succeed.



Assistance planning to stop working including saving for future expenses, healthcare, and day-to-day expenses

Why Us


Exclusive High Yield Access

Assistance planning what will happen to assets after death including taxes and transfer of property to beneficiaries


In-house Research Teams

We have a dedicated team of professionals with over 30 years of experience researching secure and innovative ways to protect and grow your money. 

why us



William made my experience very smooth, easy and worked with me to get the Estate Plan finalized. Working with Porter Finance group has been the best experience ever with a finance company!

Kendrick A.

The team at Porter Finance Group were so prompt and professional. The experience that I received was excellent and I would recommend them to anyone.

Lucas S.
Young Businesswomen

How We Help!

Leverage your CashFlow to build a Revenue Stream Are you aware that BANKS invest most of their money in CASH VALUE LIFE INSURANCE contracts? Sounds ludicrous, right? But it's TRUE! Banks are guaranteed a return on their money, and when they receive it, it's almost always TAXFREE! So if the banks and the wealthiest in America know how to use this financial tool, Why shouldn't you?

  • 1 hr

Complementary 1-on-1 Consultation

contact us

Let's Connect!


Text or Call: 408-981-4660

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