We are a highly skilled team of financial professionals with more than 75 years of collective experience in helping individuals plan for the day they can finally retire. Each member of our team brings their individual area of expertise, from planning to investments, insurance to retirement plans. Our ultimate goal is to help you enjoy the retirement you've envisioned.
Retirement is arguably the most significant milestone in one's life - and the single event that can benefit most from careful planning and prudent action. We understand the questions that you have and we want to provide you with guidance at every stage of your life. Download any of the documents that would provide you with insights that help your current situation.
Retirement is arguably the most significant milestone in one's life - and the single event that can benefit most from careful planning and prudent action. We understand the questions that you have and we want to provide you with guidance at every stage of your life. Download any of the documents that would provide you with insights that help your current situation.
Services
Most people think that all financial planners are "certified, " but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.These standards are called "the four E's, " and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.These standards are called "the four E's, " and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement a customized financial plan capable of addressing your needs and risk tolerance in a tax-efficient, economical manner.
You're here because you know the person that matters most in your retirement planning is you. No matter what stage you're in - early in your career, actively contemplating retirement or already retired - we're here to help. When it comes to planning for and living in retirement, patience and discipline are much more than virtues - they're necessities.
Your financial needs are continually changing, and Munn & Morris Financial Advisors is here for you at every stage of your life. Although many people follow similar financial patterns during their life, everyone needs an individualized financial plan that is dependent on many different factors in an individual's life.
Reviews (1)
Susan Rogers
Mar 02, 2021
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Positive: Professionalism, Responsiveness
Jeff Kort with Munn & Morris has a wealth of knowledge for anyone planning for retirement. He cares about his clients, and takes his fiduciary responsibility very seriously. Jeff is able to explain complex financial decisions in a way that everyone can understand. I highly recommend Jeff Kort and Munn & Morris Financial Advisors.
Jeff Kort with Munn & Morris has a wealth of knowledge for anyone planning for retirement. He cares about his clients, and takes his fiduciary responsibility very seriously. Jeff is able to explain complex financial decisions in a way that everyone can understand. I highly recommend Jeff Kort and Munn & Morris Financial Advisors.
