Broker Check

Menu of Services

I offer my individual and business clients the variety of services listed below: 

  • CASH FLOW AND DEBT MANAGEMENT
    • Budgeting, Cash Flow Analysis
    • Debt Analysis, Consolidation, Reduction
  • FAMILY RISK MANGAGEMENT
    • Insurance Reviews
    • Life, Disability and Long Term Care
  • EDUCATIONAL PLANNING *
    • Section 529 Savings Plans
    • Financial Aid Planning
  • RETIREMENT PLANNING *
    • Accumulation and Distribution Plans
    • Retirement Planning Analysis
    • 401K, Solo 401K, SEP-IRA, SIMPLE, Traditional IRA's, Pension Plan Rollovers
  • ESTATE AND LEGACY PLANNING
    • Estate Tax Estimate and Review
    • Beneficiary & Asset Titling Review
    • Documents Review - Wills, POA's, Living Wills
  • TAX PLANNING
    • Tax Planning
    • Tax Return Preparation - Individuals, Estates, Trusts
  • INVESTMENT PLANNING *
    • Mutual Funds, Stocks, Bonds, UIT's
    • Small Business Retirement Plans
    • IRA's, Roth IRA's
    • Investment Management Services
    • Fixed and Variable Annuities
  • SPECIAL SITUATIONS PLANNING
    • Inheritances, Large Gift/Winnings, Charitable Giving
    • Special Needs & Elderly Needs Planning
  • NOTARY SERVICE  - available as a courtesy to clients

* These services are offered by Barry Morris through his affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM.