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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
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