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
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
When Markets React
When markets shift, experienced investors stick to their strategy.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.