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!
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn about all the parts of Medicare with this informative and enjoyable article.
The federal government requires deceased individuals to file a final income tax return.
What kind of auto insurance should you have? Do you know?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.