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
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.