At Morrison & Associates Wealth Management we are dedicated to helping you achieve your financial objectives no matter your stage in life. For over 30 years, our experienced team has taken a proactive approach in working with individuals, families and businesses build their financial foundation for today while helping keep their sights on the future.
Building, investing and protecting your unique financial situation can often times be confusing and ultimately frustrating. Our approach at Morrison & Associates Wealth Management is designed to work with clients to build strategies that are customized to their personal lifestyle, risk tolerance and future goals. Investments, insurance and financial strategies designed specifically for you!
Offering tax planning and preparation services, we provide a comprehensive approach to your wealth management. Business clients of Morrison & Associates Wealth Management work with an experienced team of accounting specialists to accommodate any of their business needs.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are things about Social Security that might surprise you.
A quick look at how federal income taxes work.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Military families face unique challenges, making personal finance even more critical.
Term insurance is the simplest form of life insurance. Here's how it works.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.