At Morton Financial Advice, we do things differently: We want you to know exactly what it will cost for the value that you will receive.
We do our best to have our costs and value be transparent. We want you to understand the exact process: what we’ll accomplish together, how we’ll do it, what you will receive and what it will cost. That’s the only way for you to make informed decisions. Peruse each of our services to find exactly what is provided and how much it will cost.
Financial Planning
We work together to make sure your biggest questions are answered and you are on the right path to reach your financial goals.
Portfolio Analysis
We review your investments and strategy to ensure your money is working for you.
On-Going Services
Stay on the best financial path with help and support!
Not sure which service is right for you?
Start with your most pressing financial questions, that will tell you where to start. All of our services are overlapping and we certainly address financial concerns with each service. However each service provides a different focus.
Interested in a holistic overview of your financial situation? Planning for years down the road and wanting to make sure you are saving enough? Saving in the right ways? Going to be OK in the future? That's what the Financial Planning Service is for.
Are your investments keeping you up at night? Are you invested in the right stocks, funds, bonds? Do you know what your 401(k) is invested in? Do you have multiple accounts and not sure what is where? That's what Porfolio Analysis provides.
Once we have engaged and have created a starting path, the On-Going Services provide regular updates to ensure you continue taking the correct steps towards a successful financial future.