While college tuition is a common financial planning line item amongst my clients, I also find myself having more and more conversations about private elementary and secondary education. Tune in this week as Matt Robison and I discuss what
Financial Planning
for Busy Parents
Get Organized
Protect your Family
Grow Your Wealth
You’re overwhelmed with your career, family and finances - struggling to keep it all organized.
It’s safe to say your life is busy and your finances are complex. You want to feel more confident in your financial future.
As a working professional, setting yourself up for financial success is a priority. Decisions surrounding stock options, estate planning, investments, insurance, and more are part of your everyday conversations. The only problem: finding time to make the right financial decisions.
Why choose Morton Financial Advice?
Not all financial advisors are created equal.
Fiduciary
If you had all of my knowledge and experience, what decisions would you make? I am legally obligated to give you great advice.
Transparent Fees
I am only paid by my clients, so who do you think I work for? You can find fees on our services page so there are no surprises.
CFP® PROFESSIONAL
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
* Source: www.cfp.net, www.cerulli.com
I am Mike, CFP®
After founding two tech start-ups and then spending time as a full-time dad, I decided to launch my own fee-only advisory firm.
I am passionate about using my knowledge and skills to help others be successful on their life journey. I am here to provide you with advice that makes a difference, not just babysit your money.
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