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
    • Events
    • News & Articles
    • Financial Calculators
    • Newsletters
    • Video Library
    • Investment Terms
  • CONTACT US
    • Refer-A-Friend
    • Get a second opinion
    • Ask an Advisor

LATEST POSTS

  • Eleven Ways to Help Yourself Stay Sane in a Crazy Market
  • Be Careful About Picking Beneficiaries for Your IRA & 401(k)
  • Warning Signs to Prevent Tax Fraud Scams

CATEGORIES

TAGS

401k Alzheimer's apartments beneficiaries board of trustees budgeting children college finances continue to save cutting expenses data security debt deductions dementia education FDIC Financial Times information security inherited retirement Inheriting IRA Insurance investing IRA life changes life insurance long-term investing Long Term Care long term care insurance market swings medicare non-spousal beneficiaries non profit portfolio Raymond James renting Retirement scams Securities seminar spousal beneficiary stock market stopping hackers Stretch IRA taxes tees


Connect On LinkedIn
Follow Us On Twitter
Like Us On Facebook

Learn more about
retirement
planning

Learn more about
GOAL planning
and
Monitoring

 

Tag: taxes

Responsive image

Warning Signs to Prevent Tax Fraud Scams

Although tax season is behind us for most, you still need to ensure you’re protected from tax frau... Read More
Responsive image

Do not miss medical tax deductions

There are plenty of horror stories about uncovered medical expenses these days, and the truly horrif... Read More
Responsive image

7 Year-end Tax Tips

The end of the year is approaching, and so is another tax season. The good news is that some of the ... Read More

Our Capabilities

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

Latest Tweets

  • Will your money will last as long as you do? Complimentary lunch presentation. Find out more & RSVP:… https://t.co/Gpsxy0XJNh6 days ago
  • It’s going to take a village to prepare most Americans for their golden years. #401k #ira #savings https://t.co/irzgnIrR969 days ago
  • Some airports make travel headaches worse—but a few can help them disappear. https://t.co/Hwquwcppnr10 days ago

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