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Shield Banking

Let's Make Your Bills Pay For Your Retirement Tax Free

Find out how much your bills can make you

Want to know how?
Book a Free 1:1 Financial Health Check Consultation Today 

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What We Can Cover

Evaluate or create your budget

Your budget is the foundation for what happens with your money day-to-day. It’s a good idea to make adjustments to your budget if your spending needs or your income has changed. If you have never made a budget, it’s never too late to start. We can help you today.

Check on your progress towards College Savings

As tuition prices rise, families must plan to put away more money for future education needs. There are options that allows access to tax-deferred accumulation value for education funding and guarantees a generally tax-free death benefit to ensure reaching education goals.

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Porter Finance Group

I’ve been providing professional consulting services to individual clients and businesses since 2018. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. 

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408-981-4660

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