Portlington Financial

At Portlington Financial Group, we believe in making a difference in people's lives. For over twenty years, we have been providing individuals and families with unique solutions and wealth building strategies to create a better quality of life. Our goal is to provide a combination of investments to provide you with long-term results, reduce risk, and ensure you are prepared for any eventuality. We apply a value-based approach, focusing on low costs to provide exceptional personal service to our clients.

Our mission is to help our clients achieve their financial goals, whether it is to retire wealthier, have more time to travel, or create a legacy for their loved ones. We believe everyone deserves a chance to be able to retire comfortably, have more time to enjoy life, especially with family and friends. To achieve this, a personalized financial plan is essential.

Our Team

Our team, led by Eunice Luis, is committed to working with individuals to achieve long-term financial security by developing and monitoring a financial strategy custom-tailored for each individual client. Eunice has leveraged her international MBA academic training, expertise, and unmatched commitment to service in providing the highest quality of financial planning. She has earned numerous industry designations, including Certified Financial Planner (CFP), Certified International Wealth Management (CIWM), Fellow of CSI (FCSI), Financial Management Advisor (FMA), Certified Divorce Financial Analyst (CDFA), and Licensed Insurance Advisor (FRSA).

Services

We offer a range of services designed to help you achieve your financial goals. Our comprehensive plans cover multiple aspects of financial planning, including investment management, retirement planning, estate planning, tax planning, and insurance planning. Our team will work closely with you to understand your goals, provide solutions, and implement a plan that is tailored to your needs.

Our Process

Our process begins with an introductory meeting, where we meet with our clients to analyze their investment goals and provide solutions. We then gather confidential data from the client to perform an in-depth analysis. Once the analysis is complete, we compile and implement a goal-oriented plan, which is monitored and updated regularly to ensure progress towards our clients' financial goals.