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.