Broker Check

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

Morris Planning Associates, Inc.

(973) 267-7900

 

Our Menu of Services

I am happy to be able to offer my individual and business clients the variety of services listed below: 

  • CASH FLOW AND DEBT MANAGEMENT
    • Budgeting, Cash Flow Analysis
    • Debt Analysis, Consolidation, Reduction
  • FAMILY RISK MANGAGEMENT
    • Insurance Reviews
    • Life, Disability and Long Term Care
  • EDUCATIONAL PLANNING *
    • Section 529 Savings Plans; Coverdell Ed. Sav. Accts.
    • Financial Aid Planning
  • RETIREMENT PLANNING *
    • Accumulation and Distribution Plans
    • Retirement Planning Analysis
    • 401K, Pension Plan Rollovers
  • ESTATE AND LEGACY PLANNING
    • Estate Tax Estimate and Review
    • Documents Review - Wills, POA's, Living Wills
    • Beneficiary & Asset Titling Review
  • TAX PLANNING
    • Tax Planning
    • Tax Return Preparation - Individuals, Estates, Trusts
    • IRS Representation
  • INVESTMENT PLANNING *
    • Mutual Funds, Stocks, Bonds, UIT's
    • Small Business Retirement Plans
    • IRA's, Roth IRA's
    • Investment Management Services
    • Fixed and Variable Annuities
  • SPECIAL SITUATIONS PLANNING
    • Special Needs & Elderly Needs Planning
    • Inheritances, Large Gift/Winnings, Charitable Giving
    • Single Parent, Widow/Widower Special Needs 

                    

            NOTARY SERVICES  also available as a courtesy to clients

 


 *These services are offered by John FitzPatrick through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM