Certified Financial Planner & Advisor In Dallas
Financial planning entails much more than opening accounts and investing your money. It’s about taking control of your life, whatever opportunities it presents. The primarily fee-only financial planners at MUNN & MORRIS FINANCIAL PLANNERS Firms in the Dallas Tx Fort Worth area give sound advice and guidance.
Irv Munn, the company’s president, has been named to the RJ Executive Council twelve consecutive years (2008-2019) and Raymond James Financial was named one of America’s most trustworthy companies. Audit Integrity, Inc. has provided Forbes.com with a list of 100 American companies that have consistently released transparent accounting statements and follow conservative accounting procedures, according to Audit Integrity standards. Raymond James Financial has made this list at number 11 and is the only large financial services firm on the list.
*Membership is based on prior ﬁscal year production. Re-qualiﬁcation is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Contact our Dallas office today to schedule a free consultation.
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VISIT OUR DALLAS OFFICE
14180 Dallas Parkway
Dallas, TX 75254
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a certified financial planner & advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the ﬁrm’s Form ADV Part II as well as the client agreement. Investing involves risk and you may incur a proﬁt or loss regardless of strategy selected, including diversiﬁcation and asset allocation Before making an investment decision, please consult with your ﬁnancial advisor about your individual situation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investment. Prior to making an investment decision, please consult with your ﬁnancial advisor about your individual situation. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional. Please include: Certiﬁed Financial Planner Board of Standards Inc. owns the certiﬁcation marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with ﬂame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certiﬁcation requirements.