Jeremy Portnoff
(AIF, BA, CFP®, 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
- Cash Flow/Budgets/Credit Issues
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. I specialize 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 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. My unique approach to Investment Management includes working with Institutional Portfolio Strategies for individual clients with no minimum investment required. Unlike most wealth managers who rely on "buy and hold" strategies and long-term averages, I factor in how demographics and demographic trends, along with predictable spending patterns and technological innovation acceptance rates can forecast future economic and market directions.
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