About MORR Capital Mgmt. Inc.

I have been a Certified Financial Planner (CFP), fiduciary and fee-based Registered Investment Advisor since 2000. My 3rd retirement planning book is available on Amazon: "Social Security Income Planning: The Baby Boomers Guide to Maximize Your Retirement Benefits"​. I encourage you to visit my website, watch the video on the home page explaining why my clients choose to work with me and read some of my BLOG posts to see if we might be a good fit. Why am I not a FEE-ONLY planner? Because a fee-only planner will not offer insurance products that can offer guaranteed retirement income. Income that is not subject to investment losses. My clients want me to design retirement income plans that include some guaranteed income which is something that a fee-only planner will not even offer a client for consideration. Implementing the "right"​ Social Security filing strategy can mean the difference of $100,000 or much more in SS income. Anybody can suggest you delay taking benefits, but how do you do that and "retire well"​ in the meantime. My clients benefit from savvy strategies to plan for this. Retirement planning all starts with the 3 buckets of risk conversation and helping clients decide how much risk they really feel comfortable with. In almost every case, their existing portfolio is carrying much more risk that they really want to take. When the investor risk tolerance and actual portfolio are completely and exactly historically aligned, the client has no stress and can sleep well at night.

General Information Years of Experience in Financial Services:    18 CRD#:    3061367 Work Experience:    I have been a Certified Financial Planner since 2000 and a fee-based Registered Investment Advisor since 1999. Firm CRD#:    135763 States Licensed in:    GA, NC, TX, FL, NY, NJ, CA, MI, UT, CO, PA, AK, AL, OH, IN, IL, KY, VA, MD, IA, etc. Name of Custodial Firm:    Trust Company of America, TD Ameritrade, Number of Years with Current Firm:    16 Insurance License#:    510909 Work with the following types of clients:    Individual Investors States Willing to do Business in:    Alpharetta,Cumming,Dawsonville,Duluth,Marietta,Roswell,Suwanee,Woodstock,I have clients in some 20+ states Advisory Services Provided:    Tax Advice and Services, Wealth Management, 401K Rollovers, Retirement Planning, Insurance Planning, Annuities

Services Investment Types:    Mutual Funds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, private wealth managers Can meet clients in the following ways:    Email, Phone, Our Office

Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant Securities Licenses:    Series 65 Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Life, Annuity, Disability Non-Financial Organization Memberships:    Alpharetta Rotary Club

Compensation and Fees Hourly Rate:    $235 Fee % Based on Assets:    varies Compensation Methods:    Based on Assets, Flat Fee, Commissions Minimum Portfolio Size for New Managed Accounts:    $100,000 Fee Structure:    Fee-Based Minimum Fee Charged for Hourly Planning Accounts:    $470

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	How many clients do you currently manage?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What services do you offer?

Q.	Why should I choose you as my financial advisor?

Q.	How do you charge for your services?

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Q.	Do you have a customer satisfaction or refund policy?
Yes, any lifetime Retirement Income plans or Social Security Income Planning that I design for my clients come with a 30 day 100% money back guarantee.

Q.	What are your qualifications? What is your education background?
Take as least risk as possible in order to fully reach your retirement and legacy goals. Why take more risk than you need to?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes, I will be the only advisor working directly with you, but am part of a 150+ advisor national firm should I get hit by a bus with over $1 BILLION of assets under management.

Q.	How many clients do you currently manage?
On investment management I am paid a fee based on the amount of the assets I manage for you. The more we handle, the lower the fee. For any insurance products, I am compensated by an insurance company and you do not pay me any fee.

Q.	Do you offer any guaranteed results?
Only fixed insurance products can offer a minimum guarantee (based on the clains paying ability of that insurer).

Q.	How much risk should I be willing to take?
The least amount of risk necessary in order to attain your financial goals.

Q.	Have you ever been charged with any breaches?
Never. Not with FINRA of the SEC and not in any of the 20 or so states that I am or have been licensed to sell insurance.

Q.	What services do you offer?
Please visit my website, watch the video on the home page explaining why my clients chose me and read some of the posts on my BLOG there too.

Q.	Why should I choose you as my financial advisor?
I Have held the Certified Financial Planner designation since 2000 and have been a Registered Investment Advisor since 1999

Q.	How do you charge for your services?
Retirement Income Planning, Social Security filing advice, Investment Management and Insurance services