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

 
Your Personal Financial Help Center, Retirement Edition
by Bruce Sankin
 

 

  

 

This book will tell you: 

  • How to select Safe Money & Safe Income' Instruments and Strategies. 
  • How to maximize your Social Security benefits.
  • How Long Term Care Insurance can help you protect your hard earned money in case of illness.
  • How to choose an annuity for your retirement.
  • How to protect yourself against identity theft! 
  • What you should know that could save you money in your retirement, and much more!

 

 Click Here to get your FREE retirement planning e-book!

There is no obligation or purchase necessary to receive your FREE e-book.

 

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.