Our Services
Our team at Morton Financial Solutions serves individuals and businesses in all areas of financial management, helping you to address questions such as:
- How can I get more from my investments?
- How much risk should my investments be exposed to?
- When will I be able to retire confidently?
- How much money will I need to live comfortably in retirement?
- Am I saving enough in order to fund my goals?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Am I adequately covered when it comes to life insurance, disability, and/or long-term care?
Moreover, the comprehensive services we provide include the following:
RETIREMENT PLANNING AND RISK MANAGEMENT
- Making the most of your employer-sponsored retirement plans and IRAs
- Determining when and how much you need to retire comfortably
- Strategizing solutions for mitigating timing, inflation, and longevity risks and retirement income
- Assisting with rollover of your employer benefit plan assets
- Managing assets before and during retirement to fund financial goals
INVESTMENT PLANNING AND RISK MANAGEMENT
- Determining your goals and asset allocation needs
- Helping you pinpoint and understand your level of risk tolerance
- Helping you understand the level of risk to which your portfolio is exposed
- Recommending strategies and appropriate investment vehicles for aligning your portfolio to your risk tolerance
- Monitoring your portfolio and its performance in funding goals
INSURANCE SOLUTIONS
- Reviewing existing insurance policies
- Recommending policy changes when appropriate
- Finding the best policy for your situation:
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Medicare Supplement and Medicare Advantage Insurance
- Dental, Vision, and Hearing Insurance
TAX MANAGEMENT
- Looking for ways to help reduce your current and future tax burden
- Referring you to and coordinating with qualified tax specialists
ESTATE PLANNING
- Reviewing your wills and trusts
- Helping preserve your estate for your intended heirs
- Helping with beneficiary designations
- Reducing exposure to estate taxes and probate costs
- Coordinating with your tax and legal advisors
EDUCATION FUNDING
- Recommending investment and accumulation strategies to help you pay for a child's education
EMPLOYEE AND EXECUTIVE BENEFITS
- Helping your business attract and retain qualified employees through benefit packages
If you have any questions about or wish to schedule a complimentary meeting to discuss your specific needs, we encourage you to e-mail us at jamey@mortonfinancial.solutions or call (660) 665-3045.