Welcome!

Morgan Planning Group is dedicated to providing exceptional assistance and advice to each and every client. We pride ourselves on establishing personal, long-term relationships and being a trusted source for all our clients’ insurance and benefit needs.

What’s your vision?

Morgan Planning Group, LLC is owned and operated by Gary Morgan.  Gary Morgan, founder of Morgan Planning Group, has been in the business since 1984.  Gary was born and raised in Woodbury and spent his youth helping out on the family farm and learning the insurance business from his father, James, who was a successful and knowledgeable agent. 

While his peers were reading Dr. Seuss and Dick & Jane, Gary had his head buried in insurance publications, pondering split dollar and deferred compensation plans. Over the past 26 years, Gary has continually expanded his knowledge and training, added staff and capabilities, and become a trusted resource for clients seeking comprehensive insurance and financial advisory services.  

If you are looking for information or need any help please refer to our staff page for contact information.