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.Watch Video
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Five strategies for managing your student debt.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A few strategies that may help you prepare for the cost of higher education.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Peer-to-peer payment apps are one of the newest ways to send money.
When markets shift, experienced investors stick to their strategy.
Here’s a crash course on saving for college.