Dana W. Morton has years of experience giving financial and planning advise covering an array of financial and lifestyle circumstances.
We pride ourselves in getting to know our clients' financial needs, goals, and lifestyle now and into their retirement years. Our approach is based on the principle that education and understanding of one's current financial situation is 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 type of client and provide an analysis of their major financial and lifestyle goals comparing various alternative strategies to manage a set of proposed contingent "game" plans.
The plan designs that are constructed will be based on the data and assumptions that the client has provided or instructed us to make, consequently, the outcome of the analysis will be dependent upon the accuracy of the data and reasonableness of the assumptions. Assume rates of return may also be assigned by our firm if utilizing Asset Allocation, which will be based on the historical returns of the benchmark indexes of the asset class.
We advise the client to review all assumptions for accuracy and reasonableness. We will track and report periodically the results of any strategies implemented and make adjustments if viewed necessary.
*Asset allocation does not ensure a profit or protect against a loss.