David H. Morgan, MSFS, CEP® - Safe Money Strategies For Retirement
Home button About Us button Contact Us button

Social Profile

Twitter   LinkedIn   Facebook  

David Morgan

Contact us at:
PLEASE FILL OUT THE FORM BELOW
TO RECEIVE YOUR FREE
EBOOK!,
855.904.REAP (Office)
386-793-8981 (Cell)
888-783-1552 (Fax)
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.
 

Contact our "Help Centers" for additional information.

 

Please fill out the form below to receive your free financial and retirement planning e-book Your Personal Financial Help Center, Retirement Edition.
A financial professional will contact you with the link to your free e-book.

* (required)

     First Name *
     Last Name *
     Email Address *
     Phone Number *
    Address
    City
    State and Postal Code
    Best Time to contact you: Morning
    Afternoon
    Evening

    I am interested in the following… (choose at least one)

    Preparing for retirement   
    Preserving assets in retirement
    Estate planning with Tax Advantaged Resources 
    Transferring assets to beneficiaries

    Potentially increased returns
      401k or other Qualified Plans
    Long term health care for retirement
    Annuities
    Providing income in retirement 
     Life Insurance 


    Comments: