Achieving balance with today's wants and tomorrow's needs.

Sandy Porter is celebrating her 30th year as an independent fee only financial advisor. She helps individuals to:

  • Get organized financially
  • Articulate goals and dreams
  • Create realistic plans that work
  • Reduce investment expenses
  • Live and maintain a desired quality of life
  • Sleep at night

She is uniquely qualified to help you design and implement a financial plan specifically tailored to you and your life goals and circumstances. She does not sell any commissionable products or services, and has no vested interest in your decisions.

Contact Sandy if you are interested to talk about ways in which she may help you with your financial planning concerns.