We use a methodology called ‘Values-Based Financial Planning™’, to help our clients make smart choices about their money so that they can achieve their goals and fulfill their values.
This methodology involves comprehensive financial planning services to our clients. Should we choose to work together, you will receive value in the following ways:
We are an independent Registered Investment Advisor. As such, we are not beholden to any specific company’s products or offerings.
We use specific accounts which may allow you to purchase stocks & mutual fund shares without a sales charge. These accounts are provided through Triad Advisors, LLC. – a broker-dealer with whom Kurt Morgan is a licensed registered representative. All fees for using these accounts are explained in detail prior to use.
These accounts through Triad Advisors, LLC. allow us to effectively meet the investment needs of virtually any client – regardless of account size or investment objectives. Based on our consultations and discussions with you, we determine your investment goals and risk tolerance. We customize asset allocations and investment strategies to meet your individual financial situation and investment objectives.