About Us

WHO WE ARE

 

Morgan Planning Group is a small team of knowledgeable advisors who are passionate about helping people succeed. Our clients say they hire us (and stay with us!) for these reasons:

 

TRUSTED

Honest and open relationships are the bedrock of our practice. We’re committed to earning your respect and trust–and doing whatever is necessary to keep it over the long haul.

 

EXPERIENCED

We have more than 26 years of experience providing comprehensive financial strategies for professionals in individual and group practice. We know the markets and products, and we can access a vast universe of cost-effective solutions on your behalf.

 

COMMITTED

At Morgan Planning Group, we don’t disappear after the “sale.” We’re always accessible and available, and are proactive about helping you stay on course throughout changing circumstances and new opportunities.

 

 

WHO WE SERVE

 

At Morgan Planning Group, we help people simplify their options and prepare for a more secure financial future. We work primarily with:

 

SMALL BUSINESSES

A small business has needs that are quite distinct from those of a huge enterprise. As a small business, we understand the special challenges and rewards of managing and growing your operation. We combine our expertise with our “in your shoes” insights to help you reduce the stress and achieve your objectives.

 

PROFESSIONAL PRACTICE GROUPS

We serve a variety of clients, but have special expertise with professional practice organizations (attorneys, CPAs, etc). We know the intricacies and complexities of these businesses and work closely with both individual practitioners and larger firms to help them make smart decisions that streamline their daily operations and support their long-term vision.

 

INDIVIDUALS & FAMILIES

Many people seek out help with insurance or investing when something in their life changes: They get married or have a child. Become injured or ill. Get laid off or promoted. They suddenly feel a greater need to get their situation in order. At Morgan Planning Group, we’re here to help you do that–whether you’re just starting out or fully enjoying your career or your retirement.

 

 

Morgan Planning Group, LLC charges no additional fees for using our services. We are here to answer questions, hold meetings, help plan and do any administration work concerning your group benefits through us, all at no additional cost.

Morgan Planning Group, LLC collects all commissions through our carriers. We will receive commissions from many of the insurance carriers with which you have coverage. Again, no additional commissions or fees are collected from many of our group clients, for which we are agent of record. 

 

HOW WE WORK

 

At Morgan Planning Group, we work with each client individually. Here’s the general process:

 

• We get to know you. We learn about where you are, where you want to be, and what might be keeping you from reaching your potential.

 

• We conduct a top-to-bottom review of your current financial situation and employee/individual benefits.

 

• We make recommendations. We objectively search the marketplace for appropriate programs to fit your specific needs. Our solutions are totally customized.

 

• With your approval and commitment, we begin implementing your strategy.

 

• We provide you with regular updates to help ensure your strategy is on target and that you are comfortable with your progress.

 

• Whenever you have questions or concerns, we are ready to listen.