La Morris squadra concetti finanziari è dedicato ad arricchire la vita attraverso ...

The Morris Financial Concepts team is dedicated to enriching lives through holistic financial planning. We do this by understanding individuals, then crafting customized wealth management and investment strategies that align core values, life goals and financial resources.

Our mission begins by using a well thought through process that engages individuals. Only then can we utilize our experience and skills in comprehensive planning to align your core values, your life goals and your financial resources and to help you create an enriched life. For more than 20 years, we’ve been fine tuning our process for creating a customized financial plan that is unique to your specific situation, goals and dreams. We then rely on a similarly well-defined process to continually review and update your financial plan as required by changing goals, life stages and financial conditions.

Our investment approach is based on the Nobel-prize-winning Modern Portfolio Theory, created by Harry M. Markowitz:

85% – 90% of a portfolio’s return is determined by asset class allocation.

Risk is reduced by investing in numerous asset classes, each with different performance cycles.

Rate of return can be optimized to fit the client’s risk tolerance and time frame.

We construct individual portfolios based on specific goals and objectives agreed upon with our clients:

Updated as your needs and situation change.

Structured to minimize your yearly capital gains tax.

Designed to take advantage of the power of compounded returns.

Morris Financial Concepts, Inc, has always embraced the Fiduciary Standard. Putting our clients best interest first isn’t a legal burden on us; it is a logical extension of the relationship we build with each client.

A financial planner held to a fiduciary standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the financial planner is required to act with undivided loyalty to the client.

Your MFC mobile app will be the medium for communication and engagement that we will use to deliver:

- Latest Financial Information

- Notifications to you when important information is required

- Ability to chat with us when you have a question

- So much more...