Broker Check

1735 Tarrytown Avenue
Crofton, MD 21114
(410) 451-4029 

LinkedIn

Life Values Financial

Aligning Your Future With Your Values

 
Investments Surprises Extended Care: A Patchwork of Possibilities

GREETINGS!

Welcome to Life Values Financial, a financial services firm located in Crofton, MD committed to aligning our services with our clients’ values.  As an Investment Advisor Representative of Stewardship Advisory Group, Joe Morson offers comprehensive financial planning and investment management services as well as tax preparation.

Managing your finances can be a lot like navigating uncharted waters, where the surroundings are unfamiliar and it’s unclear what lies ahead. The goal at Life Values Financial is to help you plot a course that will help you reach a destination of wealth accumulation and financial freedom.

Life Values Financial also offers a unique and “next-level” perspective of incorporating your faith and values into your financial decisions.  Your financial wealth and your values don’t have to be mutually exclusive and can be interwoven into one dynamic plan.  

Learn how Life Values Financial can be your compass today. God bless! 

Helpful Content

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow