Fill out the form below.
I will be glad to create a complimentary, personalized analysis for you.



Contact Me

Jamey Morton

405 E Northtown Rd.
Kirksville, MO 63501
(660) 665-3045

jamey@mortonfinancial.solutions

© Copyright 2005- Wealth2k, Inc.

WEALTH2K, INC. DOES NOT PROVIDE INVESTMENT ADVICE.
The projections or other information generated by The Income for Life Model calculator related to total returns are hypothetical illustrations of mathematical principles that do not predict or project the performance of an investment or investment strategy. The computations of future returns are based upon assumed variables and inputs made directly by the user and does not guarantee future results. Moreover, the computations do not reflect investment costs or taxes, if any.

The Income for Life Model, Hybrid Time-Segmentation and ROI Reliability of Income are registered trademarks of Wealth2k, Inc. Three Big Risks, Constrained Investor, What's My Income, What's Your Income? and Income Floor are trademarks of Wealth2k, Inc. Knowing Your Number is Not the Same as Knowing Your Income is a service mark of Wealth2k, Inc.

Investing involves risk and you may incur a profit or a loss. There is no guarantee this model will perform as planned. If the model underperforms, the income levels and assets could be significantly reduced.

Purchase of an annuity contract through a qualified plan does not provide any additional tax-deferral benefits beyond those already provided through the plan. If you are purchasing an annuity contract through a plan, you should consider purchasing it for its death benefit, annuity options, and other non-tax-related benefits.


      

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC, Jamey Morton, Registered Representative. Advisory services offered through USAdvisors Wealth Management LLC. Morton Financial Solutions, USAdvisors Wealth Management LLC. and Osaic Wealth, Inc. are unaffiliated.

This website is not an offer to buy or a solicitation to sell securities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.


Osaic Wealth Form CRS

Jamey Morton is not affiliated with Wealth2k.

 

Wealth2k, Inc Terms and Privacy Policy