Morris Financial Concepts

We're Hiring! Morris Financial Concepts is looking for an Office Administrator to be the first point of contact for our clients. In this key role, you'll oversee office operations, deliver exceptional client service, and support our marketing and compliance initiatives. Ideally, you have one to three years of experience in an administrative role. Learn more about the great benefits and responsibilities this position offers. If you're ready to make a meaningful impact with a dynamic, supportive team, email us at careers@mfcplanners.com.

Your children deserve the future that they choose. In order for them to have every option available, you need to start preparing now. Our newest blog goes over some of the most useful education savings plans, including: 🎓 529 College Savings Plans 📈 Coverdell Education Savings Accounts (ESAs) 💡 Custodial Accounts (UGMA/UTMA) Learn how to save wisely: https://lnkd.in/eVpfHNys #financialplanning #financialadvisors

Abraham Lincoln once said, "It's not the years in your life that count. It's the life in your years." That hits home with us. We feel it's our job to help our clients live the most of their life. And that's what we do on Presidents' Day - we celebrate people who lived great lives. 🇺🇲 #presidentsday #financialadvisor

FAQ: Can a financial advisor help you if your friends or family ask you for money? Answer: Definitely! Here's our very own Tiffany Ritchie to explain how. 👍 We can either take the blame or do the due diligence - either way, we want to see your money working for you. 💵📈 https://lnkd.in/d2_Gzprq #retirementplanning #investmentstrategy #financialplanning

Your Super Bowl bets do not count as a savings plan! But here's a poorly kept secret - we can offer much, much better odds. 💵📈 If you want to start taking your money seriously then start soon and remain consistent. https://lnkd.in/diMB6qer What the latest Super Bowl winners are earning: https://lnkd.in/edyqgW7N See how investing can grow your savings: https://lnkd.in/eqT-mxAD #certifiedfinancialplanner #financialadvice

The allure of a free-and-clear retirement is obvious, but are you costing yourself for the sake of that deadline? There are tax advantages, interest rates, short-term liquidity, and other factors to consider before you make your decision. 💡 Read our newest blog to learn how to do the math! https://lnkd.in/gyCMA6-h #financialfreedom #mfcadvantage #investment #retirement

Today is a day to honor strength, dignity, freedom, and equity. Take pride in yourself, build for your community, and create a better future. 🤝 #morrisfinancialconcepts #financialplanningprocess #financialadvisors #MLKday

Trust is key when making financial decisions - but that's not the kind of "trust" we're talking about! A trust fund allows you to put specific controls on assets and funds. 🔒 Trusts can and should be used to protect your businesses, enforce your investments, and plan your legacy. 📈 Flip through to learn the basics about this valuable financial tool! #morrisfinancialconcepts #financialplanningprocess #financialadvisors

Pro Tip: Getting your financial house in order will make most of those other resolutions much easier. 💵📈 Take these golden nuggets and get started - and when you need some expert advice, we'll be here to help! https://lnkd.in/d2_Gzprq #retirementplanning #investmentstrategy #mfcadvantage #financialplanning

Happy New Year from all of us at Morris Financial Concepts. As we welcome 2025, we wish you a year filled with growth, good health, and happiness. We are grateful for the trust you've placed in us, and we look forward to supporting you in reaching your financial goals this year and beyond. Here’s to a bright and fulfilling year ahead! 🎉 #2025 #HappyNewYear