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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.