Employee Benefit Planning

So many retirement plans, so confusing. What is best for the employees may not be the best for you, the owner. We will help you structure a plan that fits your personal and tax situation as well as one that your employees will find beneficial to their future. This is an important consideration to help you maintain employee retention.

Pension, Profit-Sharing and 401(k) Plans
Payroll Deduction Plans
SIMPLE IRAs
Non-Qualified Retirement Programs

We are licensed to sell securities in the following states: Alabama, California, Colorado, Delaware, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Vermont, West Virginia

Morgan Financial Inc. (“MFI”) is a registered investment advisor offering advisory services in the States of Pennsylvania, Montana and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MFI in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MFI, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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