The Portee State Farm Agency Opens: Complimentary Insurance and Financial Reviews Offered to Help Plan for 2013
November 26, 2012
COLUMBIA, SC – This holiday season, one of the best gifts you could possibly receive is learning how to get back on track financially for 2013. A comprehensive insurance and financial review can literally save you thousands of dollars and it’s being given to you free of charge courtesy of Liz Portee—one of the Midland’s most knowledgeable retirement planning specialists—as she opens The Portee State Farm Agency.
“A thorough insurance and financial review can help identify gaps in your coverage and provide a practical way to get back on track in the new year,” said Portee. “It’s really one of the easiest ways I know to help ensure that your golden years are, indeed, golden.”
After 15 years of working with top tier insurance clients around the U.S., Portee combines her corporate skill set with a personal passion for retirement planning and helping people manage the risks of everyday life. She stresses the importance of understanding your insurance options and to properly plan for your financial future.
“I’ve seen a lot of people under or over insured because they didn’t work with an agent to advise them on managing their risks of everyday life,” said Portee. “My office is built on personal relationships and our people are here to offer individual plans that can save clients money and build wealth.”
The Portee Insurance Agency offers a wide array of insurance products including life, health, auto, home, renters, long-term care and business. Financial planning products include setting up an IRA as well as providing an array of banking products. Along with Portee, the team consists of Donna Sulser, Adam Fisher, David Watson and Greg Hellman—experts in all insurance and financial services needs.
The Portee State Farm Agency opens for business December 3 at 1907 Sunset Blvd. in West Columbia. To plan your no-cost insurance and financial review this holiday season, call The Portee Agency at 803-667-9447 or visit www.lizportee.com.
