With a deeply personal approach, Claudia Porter, CFP® believes financial planning isn't just about investments or retirement accounts. It's about understanding each client's unique story, values, and vision for the future. Whether crafting tailored investment strategies, optimizing tax planning, or guiding professionals and business owners through complex transitions, she creates plans designed to align with her client's long-term aspirations.
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Union News is not affiliated with RFG Advisory, LLC. Union News is indirectly compensated to provide this financial advisor endorsement through a subscription fee of $240 paid by the participating financial advisor. Union News knows of no other material conflicts associated with our service and business arrangement. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure.