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Dedicated Team Servant Leadership Achieving Dreams

A Partner for Today's Wealth Management Environment

Morgan Financial Group was founded on my belief that “True Wealth” is all that money can't buy and death can't take away. Financial stability has less to do with the numbers on your balance sheet and more to do with a balanced life.

Individuals and families face unique challenges as they prepare for retirement in today’s environment of market volatility and reduced pensions and social security. Whether your goal is saving for retirement, protecting your wealth, or planning for your legacy our personalized approach focusing on your needs, wants, and goals and objectives will ensure you are well directed on your journey.

As your trusted advisor we are dedicated to helping you address your needs today and throughout your life. We provide servant leadership to our clients, designing plans around what is most important to each unique journey toward financial stability. We look forward to serving you through all stages of your life.

Creative financial planning enables Morgan Financial Group to design plans to achieve your personal goals. Watch how Creative Financial Planning can achieve your goals.

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We are a team of Servant Leaders, ready to help with your financial dreams and goals.

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The world of Financial Planning & Wealth Management is continually changing...

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We help you prepare for the Risk of life's unexpected events.

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Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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