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405 East Northtown Road
PO Box 265
Kirksville, MO 63501

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Jamey Morton

(660) 665-3045

 
Inflation and Your Portfolio Retirement and Quality of Life The Cycle of Investing To Buy or Not to Buy Should You Invest in Exchange Traded Funds? It May Be Time for a Financial Checkup When Markets React Dreaming Up an Active Retirement Retiring in a Post-Pandemic World

As a Chartered Financial Consultant who provides comprehensive solutions for the financial security of my clients, I believe financial planning is a long-term collaborative relationship. My goal and pledge is to place the interest of my clients and prospective clients above all else as I work together with them to identify their objectives, define their dreams, develop a plan to help them get there and then track the progress along the way.

To find the right solutions I start by asking the right questions for the situation as they relate to examining a client's present situation, protecting what’s important, wealth accumulation, tax management, planning and managing retirement, and potentially leaving a legacy.

In providing solutions, implementing a plan, and in monitoring the ongoing progress, I am committed and honored to provide superior service to the best of my abilities.


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Self-Employed Retirement Plans

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