Understanding Deposit Insurance in the Wake of the Silicon Valley Bank Collapse
On the heels of the recent failure of Silicon Valley bank, it’s prudent to learn how much protection your...
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 financial planning goals and set a path towards success.
Tax Strategy
Using tools like investment selection, real estate analysis, debt management and college savings vehicles, our tax professionals will optimize your financial planning resources.
Retirement Planning
Preparing for your financial future starts today. We can help you put everything in place now for your financial path, so there is no need to worry tomorrow.
Legacy Planning
Working with a CERTIFIED FINANCIAL PLANNER™ will help grant you the peace of mind that your hard earned estate will be passed along in the manner you intend.
Giving Back
Being good stewards of your wealth can incorporate giving back. Whether you’re gifting education or fulfilling charitable desires, we can provide financial guidance and direction.
Learn how to get started on your journey to financial freedom.
Let's GoIn the Know
How Politics Affect the Stock Market and Your Retirement
But how much does politics really affect the stock market? The professionals at Morris Financial Concepts, Inc. will walk...
Read More
Headline Hyperbole
If you pay much attention to the news, you likely notice a fondness for sensationalist language. Media too readily...
Read More
SECURE Act 2.0: How the New Legislation Could Affect Your Retirement Strategy
The Securing a Strong Retirement Act of 2022, also known as the SECURE 2.0 Act, was signed into law...
Read More
How to Avoid Behavioral Biases in Finance to Make Better Investments
Behavioral biases often can be pitfalls for investors, negatively impacting wealth accumulation over time. Behavioral mistakes cost real money,...
Read More
Planning vs. Predicting: Market Thoughts
After a sustained period of above-average equity market returns, stocks have struggled so far in 2022 as markets weigh...
Read MoreCFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.