Services Offered

I serve individuals and businesses in a variety of areas of financial services:

  • Retirement planning
    Helping you make the most of your employer-sponsored retirement plans and IRAs as well as determining how much you need to retire comfortably. Helping you manage assets before and during retirement.
  • Tax Reduction Strategies 
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning
    Reviewing your wills and trusts. Helping to preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Services
    Helping you determine your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you pursue your goals.
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

 

Neither New York Life Insurance Company, nor Morgan Financial Solutions provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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