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
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Important items to consider when purchasing condo insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.