Our Services
Our Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
For Individuals & Families
Savings and Investments*
Fee Based Advisory Investments
401K Rollovers
Mutual Funds
Stock Portfolios
Asset Allocation
Family Income Protection
Traditional IRAs
Roth IRAs
Education IRAs
College Funding
Life Insurance
Disability Insurance
Long Term Care Insurance
Pension Maximization
Computer Generated Financial Plans
Estate Planning
Trust Funding
Charitable Gift Funding
Charitable Bequest Funding
Wealth Accumulation Strategies
For Corporate & Business
Tax Qualified Plans
401(k)
403(b)
Simple Plans
SEP/IRAs
403(b) Tax Sheltered Plans
Profit Sharing Plans
Money Purchase Pension Plans
Defined Benefit Pension Plans
Non-Qualified Retirement Plans
Deferred Compensation Plans
Sec. 162 Bonus Plans
Split Dollar Plans
Group Life and Disability Insurance
Buy/Sell Funding
Stock Redemption Funding
Cafeteria Plans
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
char@morrowfinancial.com | 716-655-2177