Show menu
  • 972.692.0909
  • 972.692.0910
Client Access
Munn & Morris Financial Advisors | Dallas, TX
You’ve been planning all your life
for your retirement. So have we.
MENUMENU
  • HOME
  • ABOUT US
    • Our Advisors
      • Anthony Cassavechia, CFP®
      • Roy Gray, CFP®
      • Jeff Kort, CFP®
      • Edward Morris
      • Irving Munn, CFP®
      • Philip Orwig, CFP®
    • About Raymond James
    • Why choose a CFP® practitioner?
    • Recognition
  • OUR SERVICES
    • Life Planning
    • Retirement Planning
    • Business Planning
    • General Planning
  • OUR PROCESS
    • Investment Management
    • Advanced Planning
    • Relationship Management
  • RESOURCES
    • Seminars & Events
    • News & Articles
    • Financial Calculators
    • Newsletters
    • Video Library
    • Investment Terms
  • CONTACT US
    • Refer-A-Friend
    • Get a Second Opinion
    • Ask an Advisor

LATEST POSTS

  • College costs increased 200% in the past 20 years. How has that affected your college planning?
  • Saving for College: It Begins with Knowing Your Options
  • Student Loans, Taxes, and Forgiveness

CATEGORIES



Connect On LinkedIn
Follow Us On Twitter
Like Us On Facebook

Learn more about
retirement
planning

Learn more about
GOAL planning
and
Monitoring

 

Tag: IRA

Responsive image

The importance of picking IRA beneficiaries

Inheriting IRA or 401(k) proceeds from a friend or relative can be a potentially huge windfall, but ... Read More
Responsive image

A Retirement Savings Exit Strategy

Create a plan to withdraw your minimum distributions on your terms, while complying with Uncle Samâ€... Read More

Our Capabilities

  • Home Page
  • About Us
  • Our Process
  • News & Events
  • Resources
  • Contact Us

Latest Tweets

  • What is asset allocation and what is the best way to diversify your portfolio? Learn more: https://t.co/oF4wpSd5o7 . https://t.co/yLs1QtTh1d14 hours ago
  • How do you decide who will receive what from your estate? Here are several tactics you can employ when making these… https://t.co/bT0OEIQgL523 hours ago
  • One of the most important aspects of retirement planning is making housing plans. https://t.co/vsSCbgSEuCyesterday

Follow us on Twitter

Contact Us

  • 14180 Dallas Parkway
  • Suite 530
  • Dallas, TX 75254
  • 972.692.0909
  • 972.692.0910
  • Map to our offices

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

© 2018 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Policy

CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Munn & Morris Financial Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

 BrokerCheck financial advisor lookup