Broker Check

1725 Windward Concourse
Suite 150
Alpharetta, GA 30005

Morrison Financial Group

(678) 672-2793

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Morrison Financial Group

Morrison Financial Group is an independently owned investment firm, in Cherokee County, Ga., founded by Mr. Terry Morrison.  As President of MFG, and as a Financial Advisor for First Allied Advisory Services, Inc., Terry is supported by an expert team of professionals both locally and nationally.  We offer dedicated personalized service to our clients. Our independence allows us to offer you an unbiased, objective approach to serving your investment needs.   

Call us for help with any of the following:

  • Starting to save for your future
  • Experienced investor wanting better results
  • Retiring, or retired, and worried if you will have enough

Terry and his team have the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … now and in the future.

Helpful Content

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Insurance Needs Assessment: When You're Young and Single

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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There are a number of ways to withdraw money from a qualified retirement plan.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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How will you weather the ups and downs of the business cycle?

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$1 million in a diversified portfolio could help finance part of your retirement.

Ready for Retirement?

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Saving for College 101

Here’s a crash course on saving for college.

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