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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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Jane Bond: Decoding Diversification

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Does Your Child Need to File an Income Tax Return?

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator can help you estimate how much you may need to save for retirement.

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A presentation about managing money: using it, saving it, and even getting credit.

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

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What Can a Million Dollars Buy You?

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Women and Retirement

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

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