Parsippany, NJ and Sparta, NJ, USA
+1 844.MRA.ROAD
support@morrisretirement.com

Paving the Road to Your Financial Independence

We are an Independent Investment Advisory (RIA) firm that specializes on delivering ongoing value around the following integrated financial areas:

FINANCIAL PLANNING

Financial planning is not an isolated event. It needs to be flexible. It needs to adapt to our rapid pace world. That’s why we offer WealthBuilder Dashboard as a digital planning tool to help clients build sophisticated financial plans which are easy to understand, implement and monitor. 

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WEALTH MANAGEMENT

Our investment management process focuses on helping clients understand and manage investment risk. With your Risk Number, we can help you set investment portfolio expectations using a measure of your risk tolerance rather than return, leading to a better informed and satisfied client.

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INSURANCE AND ESTATE PLANNING

Protecting what you can’t afford to lose such as your ability to earn an income and your loved ones from a premature death or illness make up one of the foundations of a solid financial plan. We educate and help protect clients in the areas of insurance and estate planning using a comprehensive due diligence process.

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TAX PLANNING AND PREPARATION

No one wants to pay more than their fair share of taxes, but few people understand our complex tax system (even with the new tax law!). Our in-house CPA offers tax preparation and ongoing tax advice while bringing it all together with other areas of your financial life.

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Our Mission… 

Simplifying financial planning and wealth management across generations 

Simplifying your financial life requires having a clear picture of your financial situation anytime and anywhere. Pairing the latest technology with sound advice, Morris Retirement Advisors launched the WealthBuider Dashboard – digital planning with a human touch – to help the firm deliver on its mission.

WATCH HOW THE WEALTHBUILDER DASHBOARD WORKS

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Our Subscription services…

WealthBuilder Dashboard

Digital planning and investing.
View your financial life. Anytime. Anywhere.

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WealthBuilder Plus

Add "human" to your digital planning and investing experience by subscribing to work one-on-one with one of our financial advisors.

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WealthBuilder Consolidator

For career professionals and business owners with emerging wealth.

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WealthBuilder Protector

For pre-retirees and retired clients looking to preserve, grow and distribute their wealth across generations.

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WealthBuilder Taxes

Make your working relationship with us full-service by integrating tax preparation and planning into your subscription.

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WealthBuilder Business Owners

We work with business owners to help them make their business work for them as opposed to have them work for their business.

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RSVP today to one of our upcoming educational events.

EVENTS CALENDAR

Educational Videos

Can you predict the markets?

16 Wall Street cliches in 60 seconds

Ready for Retirement?

SECURITY

WealthBuilder Dashboard is offered through Right Capital, Inc. Right Capital uses data security featuring 2048-bit asymmetric encryption and 256-bit symmetric encryption. For additional information on how we protect your data, please click on Read More. 

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