Broker Check

328 Northwoods Drive
Ball Ground, GA 30107

Morrison Financial Group

(770) 384-8380

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Retirement Plan Distributions

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

View all presentations arrow

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow