As part of the second phase of our rebranding efforts, we are excited to announce the launch of Morris Financial Concepts newly designed website. Our goal with creating the new mfcplanners.com is to provide clients and the community a valuable, user-friendly resource.
On the home page of the new website, clients will find useful information about our services, contact information, and our values at Morris Financial Concepts. Current investment clients can also find a link to their client portal* above the navigation bar on each page. This portal provides access to reports regarding your investment portfolios.
Visitors to our website can read about the members of our firm, dig deeper into our investment philosophy or discover our resources page for both proprietary and curated information. It is our hope the resources section continues to be a valuable asset to all visitors. We will use this area to post on an array of subjects from our team’s thoughts and research on current financial topics, to educational best practices, to articles and videos by other highly respected industry professionals.
We are excited about the opportunities the new website brings and look forward to hearing your feedback. If you have any comments or suggestions on how we can make this resource better, please do not hesitate to email us.
*Current clients who have investment accounts with Morris Financial Concepts and who have opted into their Client Portal will have access to their portfolio information. While we are excited to provide you with more in-depth access to your investment accounts and analytics, we still encourage you to maintain a long-term perspective for the funds you invest. While this tool can be fun to use, we do not recommend focusing on the daily balance of your investment accounts – and the inevitable fluctuations that will occur. If you have trouble logging in to your portal or would like to activate your portal, please contact our office so we may assist you.