Broker Check

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

LinkedIn

Life Values Financial

Aligning Your Future With Your Values

 

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