David H. Morgan, MSFS, CEP® - Safe Money Strategies For Retirement
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David Morgan

David H. Morgan, MSFS, CEP®

Specialize in educating and helping our clients achieve financial independence and reach their financial goals and retirement needs with lower risk 'Money and Income' options, strategies, and instruments.

We have "Help Centers"  in the following areas:

  • Life Insurance
  • Financial Options After Divorce
  • Financial information for Divorced Women
  • Financial Information for Divorced Men
  • Financial Information for Widows
  • Financial Information for Widowers
  • Men's Financial Needs & Goals
  • Safe Money Options
  • Safe Money Strategies
  • Safe Money Instruments
  • Safe Money Alternatives
  • Personal Financial Planning
  • Corporate Financial Planning
  • Financial 'Peace of Mind' For Our Clients
  • Mortgage Protection
  • Insurance Solutions
  • Long Term Care Insurance
  • Medicaid Planning
  • Elder Care Information - Protecting Assets
  • Long Term Care Insurance for Retirement
  • Key Person Insurance
  • Life Insurance - Guaranteed Income for Life
  • Family Income Protection
  • Special Needs Trust
  • Asset Protection Trusts
  • Annuities
  • Fixed Annuities
  • Index Annuities
  • Benefits of Annuities
  • Annuities - Guaranteed Income for Life
  • Stocks
  • Bonds
  • Tax Free Bonds
  • ETFs (Exchange Traded Funds)
  • Mutual Funds
  • About Annuities
  • 401k Plans
  • Educating 401k Plan Participants
  • 403b Plans
  • Rolling Over 401k or 403b Plan
  • College Funding - 529 Plans
  • College Planning
  • Individual IRAs-Traditional and Roth
  • Retirement Planning & Income
  • Retirement Help
  • Long Term Care Help
  • Tax Help
  • Thrift Savings Plans
  • Estate Planning
  • Legal Service Plans
  • Income tax & Asset Planning
  • Tax Advantage Investments
  • Income Tax Preparation
  • Expert Tax Perparation
  • Tax Preparation Service
  • Estate Planning with tax advantaged resources
  • Protecting assets in retirement
  • Financial Planning
  • Debt Consolidation
  • Determining Estate Tax
  • Year-End planning
  • Retirement Reviews
  • Social Security Reviews
  • Financial Reviews
  • Tax Services

Come to our 'Help Centers" for additional information!

 David is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish this, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, or an investment perspective, but across the board. For clients, the efficiency and results of David’s holistic approach can be dramatic.

A financial services professional for over 25 years, David has extensive experience guiding clients toward their financial goals. His credentials include an Honors degree from Indiana University, a Master of Financial Services (MSFS) degree from the institute of Business & Finance, and the designation of Certified Estate Advisor (CEA). He is also certified in various other disciplines, such as annuities, asset allocation, investment funds, and retirement income.

Away from work, David serves the community as an elder at his church. He enjoys exercising, spending time with his wife and three sons, and following the St. Louis Cardinals baseball and Indiana University basketball teams.