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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.


Helpful Content

Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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