Financial Wellness Resources provided by Portico Benefit Services
Being financially well involves making decisions based on our values, as reflected in the way we share, save, and spend. Tending to one’s financial wellness in this way requires us to be resilient, generous, and focused on sustainability. Portico Benefit Services provides presentations, tools, and people that can help make financial wellness a reality.
Portico financial planners understand the unique attributes of church benefit plans, have a detailed knowledge of ELCA benefits, and provide unbiased financial guidance at no out-of-pocket cost to Portico plan members:
Tax Planning Resources
Tax issues can be complicated. To help you tend to your financial well-being, Portico offers resources to help you better understand your tax situation, both now and in retirement.