Morgan Financial

General information

Morgan Financial is a full-service financial planning firm that helps individuals, business owners, and retirees reach their financial goals. We will discuss your unique needs, explain your choices, and structure a financial plan specifically for you. We are committed to monitoring your plan and delivering the most accurate information in a way that is easy to understand. We pride ourselves in the professional advice and personal experience we provide while developing the right plan for the future of you and your business.

The legacy you leave behind is important to you and your loved ones and the goal of investing is to ensure financial security later in life. We will help you design a comprehensive strategy based on your needs, resources, and future goals. Our strategies include retirement needs analysis and tailored retirement plans that are designed to take you beyond the accumulation phase and into retirement. With our hypothetical probate analysis and tax reduction strategies, we can help you pass on as much of your wealth as legally permissible.

As a business owner, you value the importance of securing the future for your employees, yourself, and your business. By providing professional guidance and planning, we can help you take the necessary steps to protect the success you have worked long and hard to achieve.

Frank Morgan, Jr. offers 16 years of financial experience. Frank earned his Bachelor of Science degree from Penn State University and currently holds FINRA Series 6, 7, 63, and 65 licenses along with several insurance licenses. Frank is actively involved in his community as a member of the Penn State Alumni Association, and several non-profit organizations. He is also a past chairman of the Boyertown Area YMCA. Frank likes to attend sporting events.

We can offer you retirement planning, college funding programs, financial resource analysis, estate analysis, comprehensive financial planning, business continuation planning, employee benefit programs, and more.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a
Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated.