Jeremy Portnoff
(AIF, BA, CFP®, CFS, CRPS, BCE)
This advisor specializes in the following areas of expertise:
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Middle Income Client Needs
- Tax Planning
- Ongoing Investment Management
- Retirement Plan Investment Advice
Planning Specialties
Many people put money into retirement plans without considering a proper exit strategy which can lead to immediate and unnecessary taxation and loss of retirement savings. Jeremy specializes in retirement plan distribution rules to help clients minimize taxation of retirement savings and pass them on to future generations in tact.
As a memeber of the Nationally acclaimed IRA expert Ed Slott's Master Elite IRA Advisor Group, Jeremy participates in the highest level of continuous IRA distribution rule training in the industry and utilizes exclusive tools such as the The Complete IRA Care Solution™ for proactive IRA planning.
Jeremy's approach to Investment Management includes utilizing various Institutional Portfolio Strategies to customize an investment program for each individual based upon their unique needs and financial situation. The strategies employed are based upon an understanding of how demographic trends, predictable consumer spending habits, and technological innovation drive the economy and financial markets.
Additional Information
Complementary consultations are offered to discuss each client's individual needs and to determine if there is a good fit. Fees for services may be in the form of hourly, retainer, assets under management, or some combination thereof.
NAPFA Start Date
January 23, 2007
Industry Start Date
January 01, 2002