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405 East Northtown Road
PO Box 265
Kirksville, MO 63501


Jamey Morton

(660) 665-3045


NextPhase™ Retirement Planning

<sup>Looking to retire with inflation-adjusted income for life?&#160; Let's work toward that goal with confidence.</sup>

Looking to retire with inflation-adjusted income for life?  Let's work toward that goal with confidence.

NextPhase™ is a clear investing approach that Morton Financial Solutions enacts to help those preparing for retirement to create lasting, inflation-adjusted income through the use of time segmentation.

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Risks to Manage

Retirees face some big financial risks that can potentially jeopardize their retirement security. A solid plan for creating monthly income should recognize this fact, and then seek to manage the three big risks.  Meet NextPhase!

The 3 Big Risks

Strategy to Empower

Time-segmentation through NextPhase™ makes it easier to align your retirement timeline with your investment strategy. It may also help you mitigate risk while supplementing Social Security with a deferred income annuity.

The Strategy

Savings to Allocate

Approaching retirement, your big challenge is to turn your savings into income that will last for your whole lifetime.  NextPhase™ can help you distribute your savings for the rest of your life.

The Allocation of Savings