Munn & Morris Financial Planning Services in Dallas, TX

Munn & Morris Financial Planning Services in Dallas, TX

The team at Munn & Morris Financial Advisors, Inc (MMFA) performs FINANCIAL PLANNING and is an independent,registered investment advisor through Raymond James. They are in the business of advising and educating a select group of families, individuals, and business owners in all areas of Financial Planning including – Retirement, Insurance, Investments, tax planning, estate planning, and small business planning.  MMFA offers Investment Advisory Services through Raymond James Financial Services Advisors, Inc.  We do not market any proprietary products nor do we offer illiquid investments.

Lead by a team of financial professionals in Dallas, MMFA offers a wide range of services centered around a holistic financial and wealth guidance approach. Our services include:

 

We offer primarily fee-only based financial planning, which means we work solely for our client’s benefit and not for commissions or incentives. We instead choose to educate and empower clients to make decisions that are advantageous and meet their life goals. We follow:

  • Follows the fiduciary standard
  • Earns no third-party commissions and do not receive an incentive from sales transactions or for the number of accounts opened

Will work to manage your risk by creates individualized plans for each specific situation

Select a life planning event to find out how Munn & Morris Financial Planning Services In Dallas TX can help you meet your goals.

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