Morris Planning Associates, Inc.
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 that we have found to be critically important to our clients lives - investment planning is just one of these:
- Cash Flow and Debt Management
- Family Risk Management
- Education Planning
- Retirement Planning
- Tax Planning
- Estate and Legacy Planning
- Investment Planning and Management *
- Special Situations Planning
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.
With the outstanding resources of Avantax Investment Servicessm, I am able to offer my clients custom solutions to their financial needs. By aligning with other local professionals, I am able to deliver this high level of service locally and in a highly personalized manner. My relationship with Avantax is unique in that they allow me to be completely independent and yet they provide me with a high level of support. Not only do they keep us up to date with the latest in financial services resources, but they also render unparalleled due diligence in gauging & monitoring the myriad of financial products available.
*These services are offered by John FitzPatrick through his affiliation withe Avantax Investment ServicesSM and Avantax Advisory ServicesSM