We do things a bit differently, and that's the way we like it!
About Frank Morgan
Frank Morgan, Jr. is the president of Morgan Financial and offers over 20 years of financial experience. He is a registered representative with Cambridge Investment Research, Inc. and is an independent Investment Advisor Representative with Morgan Financial, Registered Investment Advisor. Frank earned his Bachelor of Science degree from Penn State University and currently holds FINRA Series 6, 7, 63, and 65 licenses along with several insurance licenses. Frank is actively involved in his community as a member of the Penn State Alumni Association and several non-profit organizations. He is also a past chairman of the Boyertown Area YMCA. Frank enjoys traveling, golf, skiing, and spectator sports.
Professional advice and personal experience
Morgan Financial is a full-service financial planning firm that helps individuals, business owners, and retirees reach their financial goals. We will discuss your unique needs, explain your choices, and structure a financial plan specifically for you. We are committed to monitoring your plan and delivering the most accurate information in a way that is easy to understand. We pride ourselves in the professional advice and personal experience we provide while developing the right plan for the future of you and your business.
The legacy you leave behind is important to you and your loved ones and the goal of investing is to ensure financial security later in life. We will help you design a comprehensive strategy based on your needs, resources, and future goals. Our strategies include retirement needs analysis and tailored retirement plans that are designed to take you beyond the accumulation phase and into retirement. It is crucial that you prepare both financially and emotionally for the inevitable time when you are not around. With our hypothetical probate analysis and tax reduction strategies, we can help you pass on as much of your wealth as legally permissible – leaving your family an inheritance instead of a tax bill.
"I have designed my business to provide you with the resources necessary to help you reach the financial goals you desire in an ever changing society."
As a business owner, you value the importance of securing the future for your employees, yourself, and your business. By providing professional guidance and planning, we can help you take the necessary steps to protect the success you have worked long and hard to achieve. We will provide sophisticated strategies for your business including buy-sell strategies, funding option analysis, family business succession planning, and key person insurance.
Understanding the various insurance policies and finding the most suitable policy for our clients is one of the most important services we provide. Adequate insurance for life, home and auto, long-term care, disability, workman’s compensation and business liability is essential. Whether your needs are for individual, family coverage, or group-business coverage, Morgan Financial will explain your choices and help you personalize a plan that fits your situation.
Check out the background of firms and investment professionals on FINRA's BrokerCheck. Cambridge and Morgan Financial, Inc. are not affiliated.