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

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Rightsizing for Retirement

What does your home really cost?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow