City Centre Consultancy LLC

City Centre Consultancy LLC Provides Financial and Planning Services My company is built on a solid foundation of excellent client service and in-depth financial knowledge and analysis.

A person's financial needs, their financial goals, and lifestyle is based on the principle that one's current education and understanding of one’s current financial situation is vital to successfully make prudent decisions. I welcome any type of client providing an analysis of a variety of financial and lifestyle goals; including a number of strategies to meet many circumstances. Dana Morton is a

registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This piece presents an overview of fundamental steps to consider when a loved one passes.
06/22/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

When was the last time you updated your will?
06/19/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Is there a role for both active and passive investments in your portfolio?
06/17/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
06/15/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Use this article with clients and prospects facing job loss or layoff.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
06/12/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
06/10/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
06/08/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
06/05/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
06/03/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

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354 City Center Drive
Rohnert Park, CA
94928

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