What if I need life, disability, long term care, health, or other insurance products?
If we identify a need for insurance products or suggest that you shop for quotes to increase the value of existing insurance plans, you have options. You can go to the open market for competitive quotes or we can refer you to insurance advisors who specialize in these areas. back to top How will I know how my accounts managed by Portland Financial Advisors are performing? You will have three ways to access account information. You will receive a brokerage statement monthly detailing your account values and transactions. You will receive a quarterly performance report showing your accounts with performance measures. You will also have 24/7 internet access to your secure private client web page to view your account values, with access to performance reports that are updated daily. back to top Do I have to invest with you? It has been our experience that most clients do decide to have us manage their investments after we prepare a plan. We often use lower cost institutional-style mutual f
