At Porter Morgan & Associates we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
What should you be invested in? There is no one answer to this question. A financial planner can help you determine what investments are right for you, your family and your lifestyle.
This is our firm's full capabilities brochure. Whether you're a first time investor or an old pro, and desire to plan for your children's college education, build a business or save for retirement, we'd like to develop a strategy to help get you there.
With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it's essential to prepare for these years, and put your investments to work to account for them.
Estate taxes can deplete up to 50 percent of their total estate. Taking appropriate steps to develop a sound estate plan can provide for effective preservation and transfer of assets to your loved ones.