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328 Northwoods Drive
Ball Ground, GA 30107

Morrison Financial Group

(770) 384-8380

 

Professional Services

Financial Planning and Investment Services

We offer a full spectrum of financial planning and investment management services as shown below.

Click on the links to learn more!


Retirement Planning

With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it's essential to prepare for these years, and put your investments to work to account for them.

Orchestrating Your Retirement Accounts>>

Asset Management

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is one of the most important investment strategies.

Rebalancing Your Portfolio>>

Financial Planning

What should you be invested in? There is no one answer to this question. A financial planner can help you determine what investments are right for you, your family and your lifestyle.

Planning for the Expected>>

Estate Planning

Estate taxes can deplete up to 50 percent of their total estate. Taking appropriate steps to develop a sound estate plan can provide for effective preservation and transfer of assets to your loved ones.

Estate Management Checklist>>