Todd Porterfield (CFP®, RICP®)

Todd Porterfield focuses in the
following client markets or areas of practice:

Baby Boomers

Generation X

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We specialize in people who are retired or very close to it (typically five years or less). This allows us to tailor our service and expertise to the unique needs of retirees.

Create reliable sources of retirement income
Reduce your risk of running out of money
Coordinate your sources of income in a tax efficient way
Claim Social Security in a way to maximize cash flow
Use Roth conversions to your advantage
Apply a rules based approach to your investment decisions
Advise on Oregon PERS distributions

Additional Information

A self-proclaimed financial Nerd, the planning profession satisfies my analytical mindset, and it is thoroughly rewarding to work directly with families to help them reach financial independence. Everyone has a different path with their lives and money. Some are so passionate about their profession they may slow down but never stop. Others are ready to transition as soon as possible. I am energized by these stores and helping families make the best financial decisions. .