Porter, Romine and Heck’s goal is more effective management and growth of our clients funds. And so our planning begins with a complete and thorough review of goals, past history, potential…all reviewed with an eye toward achievable long range goals and the strategies and tactics needed to meet those goals.
Professional, proactive and concerned, members of our firm function seamlessly as part of a corporate finance team or an individual clients’ financial planning arm. A reliable resource center, the firm interfaces actively with a client’s legal counsel and all regulatory agencies. This ensures that all requirements are met precisely; that all required documents are properly prepared and filed.