Services
As both a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent, licensed to represent taxpayers before the IRS, Joe Morson is able to offer a wide array of financial services to his clients.
As an Investment Advisor Representative of Stewardship Advisory Group, Joe offers the following Comprehensive Financial Planning and Investment Management services:
Comprehensive Financial Planning
At Life Values Financial, an emphasis is placed on a goal-oriented approach to meeting clients' needs and this includes helping them create a comprehensive financial plan. Every client's objectives are different and therefore, before implementing a tactical investment strategy, we feel it is necessary to not only define those goals, but design a detailed course of action for meeting them.
Financial planning services through Stewardship Advisory Group include (but are not limited to):
- Retirement Analysis
- Education Analysis (College Planning)
- Life Insurance Analysis
- Tax Analysis (Reduction/Deferment Planning)
- Charitable Planning Analysis
Wealth Management
Wealth Management Services through Stewardship Advisory Group include:
- Asset Management
- Values-based Investment Guidance
- Investment Policy Statements
Tax Planning
Tax Services through Life Values Financial include:
- Tax Preparation for Individuals, Families, and Small Businesses
- Counsel Available Throughout Year
- Audit Representation for Taxpayers
Life Insurance
Insurance Offerings through Life Values Financial include:
- Life Insurance (including but not limited to Term, Whole Life, Universal Life)
- Long-Term Care Insurance