Broker Check

520 Speewell Ave - Suite 202
PO Box 289
Morris Plains, NJ 07950-0289

Morris Planning Associates, Inc.

(973) 267-7900

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Understanding Today’s Financial Environment

Welcome, I’m John FitzPatrick a financial professional in Morris Plains, NJ. My philosophy in serving my clients is to embrace all major aspects of their financial lives and as a result provide them comprehensive guidance to assist them in planning their financial futures.

I have found over time that many people are unclear about the difference between financial planning and investment planning.  The major difference is that a disciplined financial planning approach addresses the several areas theat we have found to be critically important to our clients lives - investment planning is just one of these. 

Through my years of experience, I have found that the best way to help those clients who place their trust in me is not only to coordinate these complex and confusing parts of their financial lives, but also to help them on an ongoing basis in implementing and monitoring the solutions that I recommend to them. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (973) 267-7900. 

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Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Investing with Your Heart

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Protecting Those Who Matter Most

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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