WE MAINTAIN BEST & OPTIMUM RESULTS

Need help with optimizing your current finances...

Portdoc Services promotes the succession of your current state with future sustainability and market growth plans designed for your business and personal wealth in years to come through our five step development programs.  Here’s a highlighted version of how:

• We ask the simple tough questions about personal payroll and income taxes that will decrease roadblocks and bottlenecks when projecting your desired accumulated savings and retirement goals.
• We assist with Cash and Debt Levels. This product includes financial statements and report preparation for Revenue and Expenses for business owners.
• We prepare multi-year business plans to help achieve personal goals (short and long term are 3,5,7 and 10 year plans with projections).
• We address asset diversification.
• We track progress.