Meet The Team: Savannah Cooper
Name: Savannah Cooper Job Title: Associate Financial Planner When did you start working for MFC? September 2018 On an...
Read MoreYour financial goals are personal.
Your journey to success should be too.
As an independent, fee-only financial planning firm we are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path towards achieving your financial goals.
Get started on your journey
Our Services
Our Services
Financial Planning
Using a holistic approach to understand your unique financial situation, we can help you identify specific goals and set a path towards achieving success.
Tax Strategy
Using tools like investment selection, real estate analysis, debt management and college savings vehicles, our tax professionals can provide strategies to help optimize resources.
Retirement Planning
Preparing for the future starts today. We can help you put everything in place now, so there is no need to worry about tomorrow.
Legacy Planning
Working with a CERTIFIED FINANCIAL PLANNER™ can help you have peace of mind that your hard earned estate passes on the way you want.
Giving Back
Being good stewards of your wealth can incorporate giving back. Whether you’re gifting education or fulfilling charitable desires, we can provide guidance and direction.
Learn how to get started on your journey to financial freedom.
Let's GoIn the Know
The October Effect
What is going on in the markets? The 3rd quarter of 2018 ended as the best quarter on the...
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Winning the Lottery (and other daydreams)
You Won the Lottery! Now what? Private islands. A fleet of yachts. Dream cars. The recent $1.5 billion Mega...
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The New Kiddie Tax/ No Kiddie Tax Rule
Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a...
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Hacking Halloween: Budget Tips for the Holidays
As the days start to get shorter and the weather threatens to cool off, we creep closer and closer...
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Morris Financial Concepts Launches New Website
As part of the second phase of our rebranding efforts, we are excited to announce the launch of Morris...
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