Morris Financial Concepts has been serving the Charleston region for over 30 years. To get started working with us, or just to learn more about what we can do for you, we encourage you to fill out the questionnaire below. This simple 4-step form will help us better understand your current financial situation, needs, and financial goals. We are looking forward to getting to know you and discovering ways to help you achieve the financial freedom to live your best life.
CFP® 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.