{"id":6254,"date":"2019-02-22T14:33:43","date_gmt":"2019-02-22T14:33:43","guid":{"rendered":"http:\/\/www.porterwm.com\/?page_id=6254"},"modified":"2020-06-25T20:34:24","modified_gmt":"2020-06-25T20:34:24","slug":"client-experience","status":"publish","type":"page","link":"https:\/\/www.porterwm.com\/client-experience\/","title":{"rendered":"Client Experience"},"content":{"rendered":"[vc_row type=”full_width_background” full_screen_row_position=”middle” bg_image=”6387″ bg_position=”center center” bg_repeat=”no-repeat” scene_position=”center” text_color=”light” text_align=”left” top_padding=”8%” bottom_padding=”8%” color_overlay=”#0c0c0c” overlay_strength=”0.5″ shape_divider_position=”bottom” bg_image_animation=”none” parallax_bg=”true” parallax_bg_speed=”fast” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_raw_html]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[\/vc_raw_html][\/vc_column][vc_column column_padding=”padding-5-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”2\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”fade-in-from-bottom”][nectar_highlighted_text style=”half_text”]\n

Our Service Model<\/h2>\n[\/nectar_highlighted_text][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”150″ class=”mobilehide” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”]\r\n
\r\n\t\t

The Process We Use<\/h2><\/div>
<\/div>
\"adjust,<\/div><\/div>[\/vc_column][\/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” scene_position=”center” text_color=”custom” custom_text_color=”#165068″ text_align=”left” top_padding=”100″ bottom_padding=”0″ class=”mobileshow” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” background_color=”#171920″ shape_type=””][vc_column column_padding=”padding-4-percent” column_padding_position=”all” background_color=”#e4e4e4″ background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”flip-in”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” width=”1\/1″ tablet_width_inherit=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”fade-in-from-left” delay=”500″][vc_column_text]\n

Create A Foundation<\/h3>\n

It starts with a conversation about your current financial picture, what you want to accomplish with your resources and what could be holding you back from reaching your goals. Next we\u2019ll create a financial model to help you better understand your financial picture and what is possible. This model will answer basic questions like \u201chow much do you need for retirement?\u201d but it will also serve as a decision making tool for all of the other areas of your financial life.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column column_padding=”padding-4-percent” column_padding_position=”all” background_color=”#cccccc” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”flip-in”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” width=”1\/1″ tablet_width_inherit=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”fade-in-from-left” delay=”500″][vc_column_text]\n

Analysis, Education And Recommendations<\/h3>\n

Over the course of the first 12-18 months, we should be able to review each area of your financial life in detail. We will make recommendations during the process, but the primary goal is to give you the knowledge and tools to be a better steward of your family\u2019s financial security.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column column_padding=”padding-4-percent” column_padding_position=”all” background_color=”#b5b5b5″ background_color_opacity=”1″ background_hover_color_opacity=”1″ font_color=”#165068″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”flip-in”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” width=”1\/1″ tablet_width_inherit=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none” enable_animation=”true” animation=”fade-in-from-left” delay=”500″][vc_column_text]\n

Adjust<\/h3>\n

You are constantly changing and so is the world around you. As things change, lets review the plan and make sure it\u2019s still the best strategy for you. This isn\u2019t a once a year meeting. We like to have frequent check ins with our clients throughout the year.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” equal_height=”yes” content_placement=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”10%” bottom_padding=”5%” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_position=”left-right” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”]

\"holding<\/div><\/div>[\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_custom_heading text=”KEEP MORE OF YOUR MONEY” font_container=”tag:h2|text_align:left|color:%23000000″ use_theme_fonts=”yes”]
<\/div><\/div>[vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1553108137193{padding-right: 10% !important;}”]Taxes are a big expense for successful families. \u00a0Our in-house CPA will work with your tax advisor collaboratively to capture opportunities for you each year. \u00a0Our job is to help you and your tax advisor be proactive instead of reactive.[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” equal_height=”yes” content_placement=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”5%” bottom_padding=”5%” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_custom_heading text=”GROW YOUR WEALTH” font_container=”tag:h2|text_align:left|color:%23000000″ use_theme_fonts=”yes”]
<\/div><\/div>[vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1553179987804{padding-right: 10% !important;}”]While your portfolio isn’t all we care about, it is a big factor in your financial security. We build diversified, tax efficient and low cost portfolio’s designed to meet your cash flow needs now and later in life.<\/p>\n

Asset Allocation is the dominant driver of risk and return in your portfolio. Asset Location determines how much of your investments you keep after taxes. \u00a0Most advisors exclusively focus on Asset Allocation. \u00a0We will help your family manage both aspects to grow your net worth as efficiently as possible.<\/p>\n

We don’t accept commissions. \u00a0Any recommendations will be based on merit, not on how much a third party will pay us.[\/vc_column_text][\/vc_column][vc_column column_padding=”padding-2-percent” column_padding_position=”left-right” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”]

\"stacks<\/div><\/div>[\/vc_column][\/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” equal_height=”yes” content_placement=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”5%” bottom_padding=”5%” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”padding-2-percent” column_padding_position=”left-right” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”]
\"front<\/div><\/div>[\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_custom_heading text=”PROTECT YOUR FAMILY” font_container=”tag:h2|text_align:left|color:%23000000″ use_theme_fonts=”yes”]
<\/div><\/div>[vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1553108168558{padding-right: 10% !important;}”]Think of a limited liability entity (LLC, corporation, etc.) as a bomb containment device to put around risky assets. \u00a0A trust, when structured properly, can act as a bomb shelter to safeguard your treasures. \u00a0We will review your legal documents and work with your attorney to develop asset protection strategies that fit your needs.<\/p>\n

When it comes to insurance, some risks are worth self-insuring. \u00a0We will help you create a plan to manage those. \u00a0We will also work with your insurance agent to shift away any risks that are too large to retain.[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” equal_height=”yes” content_placement=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”5%” bottom_padding=”10%” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_custom_heading text=”LEAVE A LEGACY” font_container=”tag:h2|text_align:left|color:%23000000″ use_theme_fonts=”yes”]

<\/div><\/div>[vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1553108178592{padding-right: 10% !important;}”]Putting the right legal documents in place will ensure that your loved ones are taken care of after you are gone. \u00a0We are experts at structuring an estate plan to take care of your family while incorporating tax planning and asset protection strategies into the document.<\/p>\n

Good legal documents are great, but your legacy should be more than a pile of papers. \u00a0We believe your legacy is about the lives you touch. \u00a0We will help your family create opportunities for making memories; intentionally pass on financial values to the next generation; and help you share your wealth efficiently with charitable causes that matter to you.<\/p>\n[\/vc_column_text][\/vc_column][vc_column column_padding=”padding-2-percent” column_padding_position=”left-right” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”]

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