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
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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.
Estate Planning: Grow & Preserve Your Wealth
Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Glossary of Scam Terms
A helpful glossary of current scams.
View all articles 
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
View all calculators
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.