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®
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention.Learn More
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 More
Spend a few minutes and peruse our short educational videos on a topic of interest to you.Learn More
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Stressed about the cost of holiday gift giving? You’re not alone.
Physical fitness and financial fitness are inextricably linked, says financial advisor Pamela Gilmour. Ignore your health or your wealth, and it can catch up to you.
Asset protection is about having strategies to help protect personal assets and reduce risk if things go wrong.
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
When you retire, how will you treat your next chapter?
Here’s a quick guide to checking to see if you have unclaimed money.