Porter Morgan & Associates
Wealth Management
Porter Morgan & Associates, Wealth Management is an independently owned financial consulting firm with more than 65 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Porter Morgan’s myWealthLink is a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world via your own secure and protected Personal Financial Home Page. myWealthLink provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs. The link is located under the client access portal.
Whether you are just starting to save for your future, or are a seasoned investor, Porter Morgan has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective. For a unique retirement-focused learning experience, visit us at The Income for Life Model, Retirement Information Center
Helpful Content
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.