Terry Morton Wealth Advisors provide a holistic approach to wealth management planning. Once we fully understand your specific situation from planning for retirement to creating a child's education saving's plan, we build a plan to suit your needs. Assets fall under five broad categories: Advisory Investment Services, Cash, Alternatives, Insurance/annuities. Investment advisory services are offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Terence Morton. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions. Book a free consultation at: Book a free consultation at: https://calendly.com/tmortwealth