Welcome to Paula Porsch Wealth Management
"When was the last time you visited with your financial advisor? Was it face to face? Did she ask you thought provoking questions that would tell her the story of your life’s hardships, accomplishments, dreams, and goals? If not, and you are seeking a personal relationship with a wealth advisor who listens first, communicates, creates a plan, and only then ... invests your money, then you have come to the right place”.
Paula D. Porsch
CPA, CRPC®, CDFA®
About Us
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention.
Learn MoreAbout You
You need someone you can rely on to provide trusted, objective and competent advice...an organization who has built a reputation on these qualities and relationships.
Learn MoreVideos
Spend a few minutes and peruse our short educational videos on a topic of interest to you.
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Helpful Content
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Smart Habits to Protect Generational Wealth
Learn how to preserve and encourage family wealth with these simple, effective financial habits.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Is Your Current Model Limiting Your Growth?
If you’ve been thinking what the next step in your career could look like, explore growth with the right team.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.