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Financial Planning

Retirement Income Planning

We utilize the "Morgan-Aly way" to develop an understanding of your goals and dreams for retirement and help you prioritize those values. We work with you to construct a personalized retirement income stream that gives you the freedom and flexibility to help achieve your objectives.

Education Planning

Higher education is expensive and the cost is growing. It's best to have a plan for making the most of your education savings, and parents today have more choices than ever to help save for college. We can help you determine which method is best for you and your family. We then help you maintain your education savings investments until your children are through with their education.

Estate Planning

A well designed estate plan can help you become more confident that you and those you care for most will enjoy the security of your assets. Though we do not practice law, we will work with you and your legal advisors to help make sure your estate investment plan reflects your goals and objectives for your family and that your assets function as intended with that plan. Please be sure to consult a licensed estate planning attorney when designing your estate plan.

Tax Planning / Charitable Giving

Financial decisions made in the course of building and distributing a portfolio can have a profound impact on your tax situation. It is important to understand and analyze the impact of your decisions on your taxes whenever possible. We will help you understand the tax benefits and ramifications of various portfolio, investment, and charitable alternatives. We are happy to work with your tax professionals to review your specific tax situation.

Insurance Planning

A sound risk management plan often starts with insurance, and we can help you assess your needs and review your existing coverage. As fiduciary, fee-only financial advisors, we are not selling you insurance products. Instead, we are working with you to help develop a customized insurance and risk management strategy that fits in with your long term financial planning goals. We will help you understand your risks and address the potential need for life, disability, and long-term care insurance. We will also detail the impact of health care costs and insurance on your financial planning goals. When necessary, we will work with your existing insurance professionals or connect you with specialists to help facilitate changes or additions to coverage.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.