Financial Professionals: Wealth Manager vs Financial Advisor
Managing your finances can be a daunting task, which is why many individuals instead opt to enlist the help of a knowledgeable financial professional. An…
Managing your finances can be a daunting task, which is why many individuals instead opt to enlist the help of a knowledgeable financial professional. An…
If you have made your way to this blog, you have likely already asked yourself the age-old question: is a financial planner worth it? Hiring…
As we eagerly open a new chapter in 2021, we are excited to introduce the newest addition to our Morris Financial Concepts family. Bart Valley…
You are living your legacy every day! This is what is really meant by the phrase ‘legacy planning’. The traditional concept of legacy planning is…
With the ongoing COVID-19 pandemic, many families around the world are being forced to navigate a variety of financial challenges. The pressure of investment losses,…
Does health, happiness, and success for you and your loved ones depend on money or your financial resources? Financial success is more than simply accumulating…
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.