Dana Morton - Chartered Financial Consultant

LPL Financial Advisor

Dana W. Morton has years of experience in various economic and lifestyle circumstances.

We pride ourselves on being vital to successfully advising prudent strategies.

Over the years, our company has been built on a solid foundation of excellent client service and in-depth financial and market knowledge. We welcome any client and provide an analysis of their primary financial and lifestyle goals, comparing various alternative strategies to address a set of proposed contingent "game" plans.

The constructed plan designs will be based on the data and assumptions the client has provided or instructed us to make based on the historical returns of the asset class's benchmark indexes.

We advise the client to review all assumptions for accuracy and reasonableness. We will track and report periodically on the results of any strategies implemented and adjust if necessary.

*Asset allocation does not ensure a profit or protect against a loss.