Porter Morgan & Associates
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
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A letter of instruction provides additional and more personal information regarding your estate.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.