As an independent firm, Morris Wealth Management, Inc. has no obligations to anybody but you. We are not in bed with any mutual fund families or insurance companies, nor are we bound by cross-selling quotas or home office directives that could lead to a conflict of interest. We do not spend our time in unnecessary meetings or on conference calls with far-off senior management.
Our sole focus is serving you. Your best interest will be served. You will be provided objective financial planning and investment advice based on a thorough understanding of your unique circumstances and our well developed philosophy about wealth management. We are in a very fortunate position to choose with whom we wish to work and are very selective about our partners.
Our sole focus is serving you. Your best interest will be served. You will be provided objective financial planning and investment advice based on a thorough understanding of your unique circumstances and our well developed philosophy about wealth management. We are in a very fortunate position to choose with whom we wish to work and are very selective about our partners.
Services
Our unique online platform, Guided Wealth Porfolios (GWP), combines the benefits of sophisticate robo technology, backed by the biggest names in the business, with the benefits of your own dedicated, licensed and experienced investment advisor. You'll receive access to both worlds in one tool - a digital investment platform and the opportunity to have a long-term relationship with a dedicated investment professional.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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