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.
Retirement Planning Tool
Creating a retirement savings plan and putting it into action are essential to living well in retirement. As a rostered minister in the ELCA, you have unique retirement planning considerations. To help you plan for retirement, use the Retirement Planning Tool created by Portico Benefit Services:
If you are looking for the Savings Matching programs, click here for more information.
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: