| MORTON FINANCIAL, INC. Comprehensive Financial Planning |
Services We Provide
Morton Financial provides the following financial services for individuals and small businesses:
Fee-Only Compensation Structure
Morton Financial is a Fee-Only financial advisor firm. Fee-only financial advisors arecompensated solely by the client, typically achieved through a combination of hourly fees
(including retainers), financial planning fees, and asset management fees. Neither advisors nor
affiliates receive commissions, rebates, awards, finder’s fees, bonuses or other forms of
compensation from others as a result of a client’s implementation of the individual’s planning
recommendations. The fee-only model of compensation reduces the potential for conflicts of
interest between the advisor and the client in that the advisor is not beholden to insurance
companies, particular investments, and other financial companies.
Morton Financial provides the following financial services for individuals and small businesses:
 | Income Tax |
| Small Business |
| Wealth Management |
Fee-Only Compensation Structure
Morton Financial is a Fee-Only financial advisor firm. Fee-only financial advisors are
(including retainers), financial planning fees, and asset management fees. Neither advisors nor
affiliates receive commissions, rebates, awards, finder’s fees, bonuses or other forms of
compensation from others as a result of a client’s implementation of the individual’s planning
recommendations. The fee-only model of compensation reduces the potential for conflicts of
interest between the advisor and the client in that the advisor is not beholden to insurance
companies, particular investments, and other financial companies.
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| Jonathan A. Morton, CFP® |