retirement planning
Plan Your Retirement with a Fiduciary Advisor
Retirement is supposed to be your time to relax, so why spend it worrying about finances? At Morgan Rosel, we understand your position and are ready to guide you through the unfamiliar territory of retirement. There are typically many uncertainties that surround retirement, but with our open communication and client-focused mentality, your wealth management strategy will not be one of them.
Whether you are actively thinking about retirement or already there, our fiduciary advisors are ready to give your wealth management plan the priority and attention that it deserves. We help take the stress and uncertainty out of retirement planning by providing proactive financial planning, wealth management, and investment advising encompassing all your high-net-worth needs. Please contact a Morgan Rosel CERTIFIED FINANCIAL PLANNERTM to learn how we can help with retirement planning.
why we’re different
Experience Matters.
When finances get complicated, tax strategy quickly gets overwhelming. High-net-worth individuals and families have complex retirement planning needs. This isn’t news to us. We can understand your situation because we’re living it too. This isn’t a firm where rookies come to cut their teeth. Benefit from the vast personal and professional experience of our CERTIFIED FINANCIAL PLANNERSTM and investment tax advisors as well as our trusted CPA, estate attorney, and mortgage lending partners. A complete financial advisory team, working for towards your retirement. Because when you have complex financial needs, experience matters.
You Call, We Answer.
At Morgan Rosel, you don’t have to press 0 to speak to a representative. Our retirement planners just pick up. We’re persistently committed to bringing the human element back to retirement planning and investment advising. That means promptly answering your questions, thoroughly understanding your goals, and meticulously implementing a tax planning strategy based on your best interests.
Enjoy Life by Design.
Guiding, guarding, and helping to grow your wealth is our top priority. As your trusted financial advisor, you can depend on us to be looking out for your best interests, today, tomorrow, and well into the future. Whether you just started planning for retirement or are ready to retire, we’re here to help. Enjoy life. We’ll make sure your wealth is doing the hard work.
Learn more about working with Morgan Rosel
by scheduling a consultation.
Morgan Rosel Wealth management
If you are looking for wealth management and retirement planning professionals who are focused on helping high-net-worth families transition into retirement and beyond, you’ve come to the right place. We provide comprehensive retirement planning and wealth management services including but not limited to:
- Retirement tax advisory
- Wealth Management
- Trust and estate planning
- Social security optimization
- Gifting and estate planning
- Company retirement plans
- Tax bracket management for retirees
- Roth conversions
- Tax planning
- Wealth transfer strategies
- Donor advised funds
- Optimizing equity compensation
- Education and college planning
- Annuity and life insurance analysis
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Let’s Chat
A quick chat with a Morgan Rosel advisor is the first step towards complete financial confidence. This no pressure conversation will help us both determine if this relationship will be a good fit.