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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

* These services are offered by Joanne Morton through her affiliation with H.D. Vest.

 
As a Certified Financial Planner™ with HD Vest Advisory Services, I craft comprehensive financial plans for clients based on their individual goals and values. Further, my tax background provides an added dimension to my retirement...

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