I'm a Fee-Only CERTIFIED FINANCIAL PLANNER Practitioner who lives and breathes retirement planning! I founded Morrissey Wealth Management, a fee-only financial planning firm because I wanted to give my clients the best advice in pursuing their retirement goals. We guide clients through our retirement planning process and help them to develop a sound plan for retirement.
Our clients understand when they can retire and how they will create consistent income in retirement.
Our clients understand when they can retire and how they will create consistent income in retirement.
Services
Morrissey Wealth Management is a fee only registered investment advisory firm focused exclusively on retirement planning. We help our clients take care of all the details of retirement planning so they can focus on enjoying retirement. Please complete the Pre-Meeting Questions below and we'll contact you to schedule your complimentary phone call to determine if we're the right fit.
Ryan R. Morrissey is a Wealth Advisor and Principal of Morrissey Wealth Management in North Haven, Connecticut. His practice specializes in helping people within 5 years of retiring develop and implement a thorough plan for retirement. He serves clients by providing comprehensive financial planning, disciplined investment management strategies, and proactive personal service.
Cheryl is a Client Service Associate at Morrissey Wealth Management. She is responsible for building and maintaining strong client relationships, managing proper documentation for new and existing accounts, handling client requests, preparing materials for client meetings, and acting as a troubleshooter for any client concerns.
Your speaker is Ryan Morrissey, CFP, CLU, ChFC, CMFC. Ryan specializes in financial education and retirement planning. He brings over 20 years' experience as a Wealth Advisor. His practice (based in North Haven) is focused on helping people with retirement planning and investment management needs. He has developed this course from his extensive study in the field of wealth management and hands-on experiences with clients.
What can you do to bring in some additional income into your household? What would it look like to start a new opportunity that works around your schedule? If you are looking for a way to get ahead financially or if you are just looking for a new career, this is the episode for you! For this episode, I've brought a special guest, Maria Kertez to help explore the topic of direct sales.
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