Mr. Morgan states that his company’s mission is to help people talk about money, and has recently introduced a proprietary financial planning system called the Personal Financial Website.
Grand Rapids, United States - January 17, 2021 /PressCable/ —
Dallas, Texas, January 16, 2021 – Henry Morgan & Co. a second-generation Dallas, TX based financial consulting firm is headed up by Henry Morgan, Jr., a 51-year veteran of the financial services industry.
Mr. Morgan states that his company’s mission is to help people talk about money, and to that end, he has recently introduced a proprietary financial planning system called the Personal Financial Website.
The Personal Financial Website provides a real-time financial experience that allows clients to safely and securely connect all their bank, credit, investment, and retirement accounts in one convenient place. This proprietary system then retrieves updates each night from every account allowing his clients to accurately track their net worth, investments, goals, spending, and more.
The system also provides an asset organizer where clients can upload and digitally store information like, professional contacts, medical history, catalog property, and more. Most importantly the Personal Financial Website allows clients to visualize how their goals and actions impact their financial outlook.
For a limited time, Mr. Morgan is offering free access to this system just for asking. You can request access to the Personal Financial Website for yourself by contacting Mr. Morgan at http://bit.ly/HenryMorganCo.
Henry Morgan & Company helps you and your money. Be it retirement, personal and business financial matters, being an acting CFO, or meeting your personal or business insurance needs. They have been helping the Texas community with their financial needs for 62 years.
Founded by Henry Morgan Sr., the company is now led by Henry Morgan Jr. who holds multiple professional licenses including the designation of Certified Insurance Counselor.
Mr. Morgan was the founder and president of a large Property Casualty Insurance Agency in Texas which he sold in the 1980s. He was also a partner in an international insurance marketing organization with thousands of agents representing many of the largest life insurance and annuity companies in the world.
Contact Info:
Name: Mark Klipsch
Email: Send Email
Organization: Retirement Lifestyle Advocates
Address: 961 Four Mile Road NW, Grand Rapids, MI 49544, United States
Website: https://www.retirementlifestyleadvocates.com
Source: PressCable
Release ID: 88993763
