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Retirement Planning

The person that matters most in your retirement planning is you. But no matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we’re here to help.


Planning for Business Owners

As a business owner, you know all about hard work and commitment. We understand the challenges business owners often face and enjoy helping new.

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Life Event Planning

Life is constantly evolving and so do your financial needs. We have helped many families make successful transitions during times of change and stand ready to offer guidance should the need arise.

Investing with our proprietary Dynamic Allocation Process: A proactive approach to addressing your needs and risk tolerance in the most economical, tax-efficient manner

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 the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.

It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength). Read More

Stay Informed with Commentary and Insights

Investing in an Election Year: Attend a Complimentary, Virtual Seminar

Are you worried about investing in this uncertain political climate? You’re not alone. Doubts about your investments, we’re sure, are especially prevalent during presidential election years. That’s why we want to help you eliminate that financial worry by inviting you to attend a complimentary, virtual seminar, “Guide to Investing in an Election Year,” hosted by …

Watch our Complimentary Seminar: Understanding Medicare 2020

In today’s world, it is never too early to start thinking about your health coverage. Waiting to enroll may result in paying a penalty or result in a coverage gap. Munn & Morris Financial Advisors is here to help. You are cordially invited to a complimentary virtual presentation “Understanding Medicare” where we will discuss: What …

How to Talk Finances with Your Parents

There comes a time when even the most independent of parents will need to start relying on their children, especially when it comes to money. but control is a big deal — no one likes to give it up, especially those who have been taking care of themselves for decades. Sometimes the best route to …

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