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Products & Services

At Morgan Financial Group,LLC, we provide assistance in the following areas:

Wealth Management and Advisory Services

  • Retirement Plans
  • Estate Planning
  • Asset Management
  • Tax Reduction Strategies
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Profit Sharing Plans
  • College Planning
  • 529 Plans

Investment Options

  • Bonds*
  • Common Stock*
  • Brokerage Accounts*
  • REITs*
  • Annuities*
  • Government Securities*
  • Alternative Investments*

Corporate Benefit Plans

  • Life Insurance
  • Long Term Care
  • Disability Income
  • Employer Benefit Plans
    • Health
    • Life
    • Dental
    • STD, LTD, LTC
    • HSA, FSA
    • HR
    • Vision

*Securities and Investment Advisory Services offered through Founders Financial Securities, LLC.