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Retirement Planning. Made Easy.
Between family and work, finances often take a back seat. With Portfolio Medics, you can make sure that your hard work pays off for you and your family for years to come.
Retirement Planning. Made Easy.
Between family and work, finances often take a back seat. With Portfolio Medics, you can make sure that your hard work pays off for you and your family for years to come.
Ranked Top 1% Of RIAs By USA Today
Ranked Top 1% Of RIAs By USA Today
Whatever Your Concern
We Have Your Back.
Worried about outliving your savings?
You’re not alone. Our process ensures your retirement plan is built for longevity so that you can enjoy life worry-free.
Uncertain about your financial future?
If your finances seem unclear, we bring focus. We’ll provide a complete view of your investments and income, so you know where you stand.
Concerned about investment risk?
Markets shift, and so should your approach. We assess your risk and optimize your investments to support the retirement you deserve.
Confused by social security or pensions?
Maximizing these benefits is vital. We’ll guide you through your options to ensure you get the most from what you’ve earned.
Paying too much in taxes?
Taxes shouldn’t erode your savings. We implement tax-efficient strategies to help keep more of your money in retirement.
Struggling with
estate planning?
Estate planning can feel complex. Let’s simplify the process, helping protect your assets and document your wishes for your loved ones.
Confused by social security or pensions?
Maximizing these benefits is vital. We’ll guide you through your options to ensure you get the most from what you’ve earned.
Paying too much in taxes?
Taxes shouldn’t erode your savings. We implement tax-efficient strategies to help keep more of your money in retirement.
Struggling with
estate planning?
Estate planning can feel complex. Let’s simplify the process, helping protect your assets and document your wishes for your loved ones.
The 3-Step Process To
Achieving Financial Peace Of Mind.
STEP 01:
Clarity
The first step in creating a rock-solid strategy is getting clear on what your long-term goals are.
STEP 02:
Strategy
The next step is to ensure this strategy is aligned with your risk tolerance and that you’re comfortable with the plan.
STEP 03:
Execution
The final step is putting your financial plan into action. We’ll constantly review and adjust to ensure you’re on track.
STEP 01:
Clarity
The first step in creating a rock-solid strategy is getting clear on what your long-term goals are.
Strategy
Execution
The final step is putting your financial plan into action. We’ll constantly review and adjust to ensure you’re on track.
Let’s Get Acquainted
Let’s Get Acquainted
Ty LaVictoire is a financial advisor who brings small-town values from his Vermont upbringing to every client relationship.
A University of San Francisco graduate, Ty combines deep financial expertise with a genuine community focus. He tailors strategies that empower individuals and families to achieve their financial dreams with confidence and clarity.
Frequently Asked Questions
What type of clients do you work with?
I work with clients in or approaching retirement, from all walks of life, including blue-collar professionals, upper-level management, and anyone seeking clear, reliable financial guidance. No matter your background, I aim to help you create a retirement plan that’s customized for your unique needs.
Do I need a certain amount of money to work with you?
No specific minimum is required. While I work with clients of varying net worths, my goal is to make financial planning accessible to anyone looking to secure their financial future, regardless of their wealth.
Can I get advice on my 401(k) and retirement accounts?
Absolutely. I can help with everything from 401(k) reallocations to other retirement accounts and ensure your investments are aligned with your goals as you approach or enter retirement.
How do meetings work? Do I need to come to an office?
Meetings are conducted face-to-face or virtually. I use Google Meet, Teams, or other video platforms to make our conversations easy and accessible.
What kinds of financial services do you provide?
I offer a wide range of services, from basic financial advice to money management and strategic planning. Whether you need guidance on your investments or a comprehensive retirement strategy, I am here to help.
How do I schedule a consultation?
Simply click the “Schedule a Call” button on this page, choose a convenient time, and you’ll be set! I’m looking forward to discussing how I can support your retirement goals.
How do I know if my retirement plan is on the right track?
During our consultation, I can review your current plan, help clarify your retirement goals, and outline strategies to ensure you’re well-prepared for a comfortable future.
what we can do for you
Book your strategy session and discover how
we could help you build a career that could last a legacy.
Book your strategy session and discover how we could help you build a career that could last a legacy.
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Portfolio Medics is an SEC-registered investment advisory firm.
27499 Riverview Center Blvd Bonita Springs, FL 34134
Phone: (239) 444-1766
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.