We Strategically Position People For a Sound Financial FutureOur MissionOur Mission is to provide client-centered service with honesty and integrity. A practice that serves our clients with the highest standard of ethics, knowledge, and productivity. We are committed to serving our clients by putting in place financial and insurance strategies and estate planning that crosses more than one generation.  |
Morris Financial Inc
Morris Financial LLC
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Morris Financial Inc
Morris Financial LLC
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Calculators
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Savings Goals
How much should I save to reach my goal?
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529 college savings plan
What are the advantages of a 529 college savings plan?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Burial and Final Expenses
What are my needs for burial and final expenses?
Newsletters
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.