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

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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! 

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Will Power

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The Business Cycle

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Learn how to harness the power of compound interest for your investments.

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

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