To enhance our client experience, the tax and accounting division of Morrison & Associates has merged with Apex CPAs & Consultants, Inc. in St. Charles, Illinois. For more information please visit at APEXCPAS.COM or call (630) 584-4555.
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 around working with clients while building strategies that are customized to their personal lifestyle, risk tolerance and future goals. Investments, insurance and financial strategies designed specifically for you!
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A quick look at how federal income taxes work.
At what point can you call a personal vehicle commercial?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
If you find it hard to attain personal life goals, there’s an app for that!
Even if you’re young and single, you should still consider protecting yourself.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
Around the country, attitudes about retirement are shifting.