Individuals & Families

At Morrison & Associates Wealth Management, we take pride in helping individuals and families work to achieve their own personal goals and dreams.  The understanding that your situation is unique is critical in helping you build your road map to success.

The following is a summary of some of the products and services that are available to our clients.

    Investments
  • IRA (Traditional, Roth, SEP, Simple)
  • Mutual Funds
  • Education Funding
  • Annuities (Variable, Fixed)
  • Fee-Based Asset Management
    Insurance
  • Life Insurance
  • Long Term Care
  • Disability Income
  • Health Insurance
  • Medicare Supplement

    Tax Preparation
  • Individual Tax
  • Estate, Trust & Gift Tax

    Tax Services
  • Tax Preservation Strategy
  • Tax Planning
  • Tax Problem Resolution


    Financial Services
  • Insurance & Financial Reviews
  • Estate Planning
  • Employment Transitioning
  • Retirement Planning
  • Employee Benefit Reviews
  • Investment Strategies