Services
Dana Morton is a Chartered Financial Consultant and provides expert assistance in the following areas:
Investments
- Advisory Accounts
- Brokerage Accounts
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Comprehensive Financial Consulting
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Equity Compensation Strategies
Insurance
- Life Insurance
- Disability Income Insurance
- Health Insurance
- Long Term Care Insurance