Broker Check

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

Morris Planning Associates, Inc.

(973) 267-7900

 

When Should Clients Contact Me?

We will contact our clients on a regular basis throughout the year to update them on important issues, review the key areas of their financial lives, and discuss any changes that are affecting them.  However, we want to hear from our clients any time their is a special event or situation that may require immediate attention.  The following is a representative list of these situations:

  • Before Changing or Leaving a Job
  • In Anticipation of Receiving an Inheritatnce
  • Before Receiving a Distribution from a 401K or Pension Plan
  • When Considering Plans for Your Child's or Grandchild's Education
  • When Contemplating Starting, Buying, Selling or Closing a Business
  • Before Buying, Selling or Refinancing a House or Rental Property
  • When Contemplating Any Major New or Emergency Expenditure
  • During Drafting or Updating of Wills, POA's and Living Wills
  • Before Making Any Changes to Your Insurance Policies
  • When Making a Significant Charitable Contribution
  • When Giving or Receiving a Gift over $13,000.
  • Any time Your Investment Time Horizon Changes
  • Whenever Your Family Situation Changes - Birth, Death, Illness, or Divorce
  • Approaching Retirement or Before Starting to Receive Social Security Benefits
  • Whenever Any Major Event in Your Life Requires Assistance in Contemplating a Significant Decision
  • CONTACT ME ANY OTHER TIME THAT YOU NEED A SECOND OPINION OR AN UNBIASED LISTENER