Our clients in the individual market never go it alone.
From insurance through estate and tax planning, our team knows how to cut through the complexity to provide the protection you need, at a price you can afford.
We understand the stakes. That’s why our team brings the same resources and commitment to protecting individuals and families as we devote to our largest clients. Your health and well-being depend on it.
To meet the totality of your needs, we take a 360° approach to insurance and financial planning. This enables us to provide the most comprehensive solutions for you – and the most effective, convenient and cost-effective ones. It all starts with listening. Because that’s the basis of a relationship you can count on to keep you and your family protected and your interests secure.
How Morgan Planning Group assists individuals and families
Life insurance
Health & dental insurance
Disability income insurance
Long-term care insurance
Estate planning
Tax Strategies
Charitable & giving strategies
Medicare enrollment
Risk management
Investment management
Cash flow planning
Financial planning
Retirement planning
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Insurance
Live confidently
Health issues can occur at any time, but health insurance can improve your access to care and shield you from the financial impacts. Count on us to provide the peace of mind that comes from finding the right policy, at the right price.
Morgan Planning Group provides a range of health-related insurance plans. Talk to us about your goals and requirements, and we’ll work hard to meet them as completely and affordably as possible. Policy options include:
Life insurance
Details are everything with life insurance. We’ll help you determine how much coverage you need, and how to secure it cost-effectively. More than that, we’ll partner with you to adjust your coverage as your needs evolve.
Health & dental insurance
We’ll help you determine if you’re a candidate for an individual insurance plan, and then work with private insurance companies and state and federal exchanges to find the optimal solution to meet your unique needs.
Disability income insurance
In the event of an accident, illness or injury, disability insurance can provide critical protection. We’ll help you find the best available long- or short-term disability insurance policy based on your income, the nature of your work, and your objectives.
Long-term care insurance
An important part of any long-range financial plan, long-term care insurance can maximize quality of life during your later years. We’ll help you sort through all the details to determine eligibility and find the best possible policy.
Medicare
Count on us to help you determine what you need in a Medicare plan, assist in finding the best one for you, and provide steady support to address your questions and meet your evolving requirements. Morgan Planning Group draws on the latest information and a wealth of experience to minimize the complexity, and maximize the benefit of Medicare coverage.
Specialty insurance
One of the benefits of the close relationships we foster with our clients is the degree to which we come to understand their unique needs. That insight enables us to search out specialized policies for specific requirements. From travel insurance, to professional occupation insurance – even professional athlete insurance – we’ve got you covered.
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Financial Planning
Partner with people you trust.
For three generations, clients have trusted Morgan Planning Group to help pursue their financial goals. Today we offer a wider range of services than ever before, enabling us to provide truly comprehensive financial stewardship for individuals and families. That’s a responsibility we take seriously, and the proof of it can be found in our longstanding relationships.
Count on Morgan Planning Group to wield all our experience and commitment to advance your interests and strengthen your financial foundation.
Life events
One’s financial needs evolve over time, but they can also change in an instant. From navigating death or divorce, to accommodating a career change, Morgan Planning Group can help you manage life’s big events and inevitable surprises.
Retirement planning
No matter your stage of life, it’s never too early to think about retirement planning. We draw on vast expertise in insurance and financial management to help you make informed decisions about the future so that you can live more fully in the moment.
Estate planning
Effective estate planning requires a big-picture understanding of your goals and a laser focus on the details. We treat it as an ongoing process that requires regular review and reappraisal to reflect our clients’ evolving wishes and circumstances.
Tax strategies
We take a highly personal and proactive approach to tax planning that reflects your individual needs. The strategy is straightforward, but achieving it requires a keen grasp of detail and an ability to continually evolve our tactics.
Risk management
While insurance is central to risk management, we combine a broad range of services into an overarching strategy that limits your exposure on all fronts while maximizing your freedom to enjoy your life and pursue important objectives.
Investment management
Morgan Planning Group’s approach to investment management is 100% attuned to our clients’ individual needs. The goal: to build wealth, provide security, and give you the freedom to enjoy your life, while protecting your legacy.
Cash flow planning
Morgan Planning helps our clients not only manage their finances responsibly, consistently and conveniently, but strategically by making your overall financial goals more manageable. The result is a more stable, stress-free financial life.