There is more to your retirement than savings. Take less than six minutes and get a free personalized report from our expert advisors. See if you have everything covered.
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Costs
$2,000+ annually
Serves
High net worth individuals
Focus
Focus on investments and savings
Convenience
Low; in-person appointments
Bias
Can be incentivized to sell products
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Costs
$240 annually
Serves
Everyday people
Focus
Holistic financial picture
Convenience
High; anytime access
Bias
None; does not sell products
Cash Management
Build your budget and find new ways to save
Protection
Learn the basics of long-term care and life insurance and whether they fit your need
Estate Planning
Get support with trusts, wills, inheritance, and more
Investments & Savings
Line up your retirement accounts with your goals
Healthcare
Understand health plan basics, how to assess plans, and how to enroll
Social Security
Understand how to collect and the best time to do so
Every Morrow member is matched with their own retirement professional, called a Navigator. Our Navigators are Certified Financial Planners® meaning they hold a fiduciary duty to serve your best interests.
Learn more from our Navigators
1
Set goals
Assess where you are today. Determine your priorities, needs, knowledge, and financial state.
2
Build a plan
Craft an actionable plan that identifies retirement gaps and empowers you to succeed.
3
Resolve gaps
Partner to resolve any gaps and build towards a healthy and positive retirement outlook.
4
Maintain the plan
Remain proactive and supported by your Navigator and an online portal to manage your needs.
We aren’t traditional financial advisors with an out-of-reach business model. And we aren’t investment managers with biased advice. We’re a team of dedicated professionals committed to understanding your retirement goals, and helping you achieve them.
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© 2022 by Morrow Group, Inc. Morrow is not registered as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended, and nothing in these materials should be construed as advice concerning securities, the value of securities, the advisability of investing in, purchasing, or selling securities, or the merits of any investment adviser.
