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

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Our subscription services…

From the simplistic to the highly complex financial situations, we offer customized subscription services based on your unique needs:

Yearly
Monthly
  • Organize your finances
    Organize your finances
    Organize your finances
  • Add and Track your financial goals
    Add and Track your financial goals
    Add and Track your financial goals
  • Track your investments
    Track your investments
    Track your investments
  • Track your net worth
    Track your net worth
    Track your net worth
  • Manage your debt
    Manage your debt
    Manage your debt
  • Access to Educational Events
    Access to Educational Events
    Access to Educational Events
  • View your Financial Life. Anytime. Anywhere.
    View your Financial Life. Anytime. Anywhere.
    View your Financial Life. Anytime. Anywhere.
  • Self-guided financial planning
    Self-guided financial planning
    Self-guided financial planning
  • Dedicated Financial Advisor
    Dedicated Financial Advisor
    Dedicated Financial Advisor
  • Typical number of meetings/year
    Typical number of meetings/year
    Typical number of meetings/year
  • Case Complexity
    Case Complexity
    Case Complexity
 
WealthBuilder Dashboard
WealthBuilder Dashboard
WealthBuilder Dashboard
FREEFREEFREE
  • Organize your finances

    Organize your finances

    Organize your finances

  • Add and Track your financial goals

    Add and Track your financial goals

    Add and Track your financial goals

  • Track your investments

    Track your investments

    Track your investments

  • Track your net worth

    Track your net worth

    Track your net worth

  • Manage your debt

    Manage your debt

    Manage your debt

  • Access to Educational Events

    Access to Educational Events

    Access to Educational Events

  • View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

  • Self-guided financial planning

    Self-guided financial planning

    Self-guided financial planning

  • Dedicated Financial Advisor

    Dedicated Financial Advisor

    Dedicated Financial Advisor

  • Typical number of meetings/year

    Typical number of meetings/year

    Typical number of meetings/year

  • Case Complexity

    Case Complexity

    Case Complexity

Plus
Plus
Plus
From $800/yearFrom $69/monthFrom $69/month
  • Organize your finances

    Organize your finances

    Organize your finances

  • Add and Track your financial goals

    Add and Track your financial goals

    Add and Track your financial goals

  • Track your investments

    Track your investments

    Track your investments

  • Track your net worth

    Track your net worth

    Track your net worth

  • Manage your debt

    Manage your debt

    Manage your debt

  • Access to Educational Events

    Access to Educational Events

    Access to Educational Events

  • View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

  • Self-guided financial planning

    Self-guided financial planning

    Self-guided financial planning

  • Dedicated Financial Advisor

    Dedicated Financial Advisor

    Dedicated Financial Advisor

  • Typical number of meetings/year

    TWO

    Typical number of meetings/year

    TWO

    Typical number of meetings/year

    TWO
  • Case Complexity

    BASIC

    Case Complexity

    BASIC

    Case Complexity

    BASIC
Consolidator
Consolidator
Consolidator
From $1,100/yearFrom $99/monthFrom $99/month
  • Organize your finances

    Organize your finances

    Organize your finances

  • Add and Track your financial goals

    Add and Track your financial goals

    Add and Track your financial goals

  • Track your investments

    Track your investments

    Track your investments

  • Track your net worth

    Track your net worth

    Track your net worth

  • Manage your debt

    Manage your debt

    Manage your debt

  • Access to Educational Events

    Access to Educational Events

    Access to Educational Events

  • View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

  • Self-guided financial planning

    Self-guided financial planning

    Self-guided financial planning

  • Dedicated Financial Advisor

    Dedicated Financial Advisor

    Dedicated Financial Advisor

  • Typical number of meetings/year

    THREE

    Typical number of meetings/year

    THREE

    Typical number of meetings/year

    THREE
  • Case Complexity

    ADVANCED

    Case Complexity

    ADVANCED

    Case Complexity

    ADVANCED
Protector
Protector
Protector
From $1,500/yearFrom $129/monthFrom $129/month
  • Organize your finances

    Organize your finances

    Organize your finances

  • Add and Track your financial goals

    Add and Track your financial goals

    Add and Track your financial goals

  • Track your investments

    Track your investments

    Track your investments

  • Track your net worth

    Track your net worth

    Track your net worth

  • Manage your debt

    Manage your debt

    Manage your debt

  • Access to Educational Events

    Access to Educational Events

    Access to Educational Events

  • View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

    View your Financial Life. Anytime. Anywhere.

  • Self-guided financial planning

    Self-guided financial planning

    Self-guided financial planning

  • Dedicated Financial Advisor

    Dedicated Financial Advisor

    Dedicated Financial Advisor

  • Typical number of meetings/year

    CUSTOMIZED

    Typical number of meetings/year

    CUSTOMIZED

    Typical number of meetings/year

    CUSTOMIZED
  • Case Complexity

    COMPLEX

    Case Complexity

    COMPLEX

    Case Complexity

    COMPLEX
Tax Preparation and Planning
Tax Preparation and Planning
Tax Preparation and Planning
From $550/yearFrom $49/monthFrom $49/month
  • Organize your finances

    Complimentary Tax Assessment

    Organize your finances

    Complimentary Tax Assessment

    Organize your finances

    Complimentary Tax Assessment
  • Add and Track your financial goals

    Tax Filing by in-house CPA: Personal and/or Business

    Add and Track your financial goals

    Tax Filing by in-house CPA: Personal and/or Business

    Add and Track your financial goals

    Tax Filing by in-house CPA: Personal and/or Business
  • Track your investments

    Together we work with you to help you answer the following tax questions:

    Track your investments

    Together we work with you to help you answer the following tax questions:

    Track your investments

    Together we work with you to help you answer the following tax questions:
  • Track your net worth

    - Have you created a tax diversification strategy to minimize your tax liability today and in the future?

    Track your net worth

    - Have you created a tax diversification strategy to minimize your tax liability today and in the future?

    Track your net worth

    - Have you created a tax diversification strategy to minimize your tax liability today and in the future?
  • Manage your debt

    - Are you paying too much in taxes?

    Manage your debt

    - Are you paying too much in taxes?

    Manage your debt

    - Are you paying too much in taxes?
  • Access to Educational Events

    - Are you taking advantage of tax savings opportunities?

    Access to Educational Events

    - Are you taking advantage of tax savings opportunities?

    Access to Educational Events

    - Are you taking advantage of tax savings opportunities?
  • View your Financial Life. Anytime. Anywhere.

    - Are you taking all of the deductions you are entitled of?

    View your Financial Life. Anytime. Anywhere.

    - Are you taking all of the deductions you are entitled of?

    View your Financial Life. Anytime. Anywhere.

    - Are you taking all of the deductions you are entitled of?
  • Self-guided financial planning

    - Is your business structure working for maximizing tax savings?

    Self-guided financial planning

    - Is your business structure working for maximizing tax savings?

    Self-guided financial planning

    - Is your business structure working for maximizing tax savings?
  • Dedicated Financial Advisor

    NUMBER OF MEETINGS:

    Dedicated Financial Advisor

    NUMBER OF MEETINGS:

    Dedicated Financial Advisor

    NUMBER OF MEETINGS:
  • Typical number of meetings/year

    CUSTOMIZED

    Typical number of meetings/year

    CUSTOMIZED

    Typical number of meetings/year

    CUSTOMIZED
  • Case Complexity

    Case Complexity

    Case Complexity

Business Owners
Business Owners
Business Owners
Based on needsBased on needsBased on needs
  • Organize your finances

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

    Organize your finances

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

    Organize your finances

    We work with business owners to help them make their business work for them as opposed to have them work for their business
  • Add and Track your financial goals

    Tax Review and Preparation

    Add and Track your financial goals

    Tax Review and Preparation

    Add and Track your financial goals

    Tax Review and Preparation
  • Track your investments

    Entity type review and formation consulting

    Track your investments

    Entity type review and formation consulting

    Track your investments

    Entity type review and formation consulting
  • Track your net worth

    Employer and Employee benefits consulting

    Track your net worth

    Employer and Employee benefits consulting

    Track your net worth

    Employer and Employee benefits consulting
  • Manage your debt

    401k Fiduciary review

    Manage your debt

    401k Fiduciary review

    Manage your debt

    401k Fiduciary review
  • Access to Educational Events

    Group Life, Disability, Accident and Cancer Coverage

    Access to Educational Events

    Group Life, Disability, Accident and Cancer Coverage

    Access to Educational Events

    Group Life, Disability, Accident and Cancer Coverage
  • View your Financial Life. Anytime. Anywhere.

    Succession Planning

    View your Financial Life. Anytime. Anywhere.

    Succession Planning

    View your Financial Life. Anytime. Anywhere.

    Succession Planning
  • Self-guided financial planning

    Virtual Board of Directors and Business Planning Consulting

    Self-guided financial planning

    Virtual Board of Directors and Business Planning Consulting

    Self-guided financial planning

    Virtual Board of Directors and Business Planning Consulting
  • Dedicated Financial Advisor

    NUMBER OF MEETINGS:

    Dedicated Financial Advisor

    NUMBER OF MEETINGS:

    Dedicated Financial Advisor

    NUMBER OF MEETINGS:
  • Typical number of meetings/year

    CUSTOMIZED

    Typical number of meetings/year

    CUSTOMIZED

    Typical number of meetings/year

    CUSTOMIZED
  • Case Complexity

    Case Complexity

    Case Complexity

Our Advisors…

1

…ARE EXPERIENCED

We are fiduciaries. Our financial and tax advisors are seasoned professionals. Many of our professionals have over a decade of industry experience.

2

…CAN OFFER A SECOND OPINION

Even if you have a do-it-yourself approach to your finances, we can all benefit from a second pair of eyes.

3

…HAVE CONFIDENCE WITH PROFESSIONAL SUPPORT.

Based on our conversation, we can help determine the appropriate working relationship for you.

Our first conversation…

Having an initial conversation with a Morris Retirement Advisors professional is always complimentary. We offer a relaxed and informal atmosphere; you’re under no obligation to purchase our services.

What to expect…

– Professional help in clarifying your financial goal and priorities 
– By signing up for one of our subscription services, you will receive sound financial advice at a fair price, tailored to your financial objectives
– Accurate information about solutions, including their benefits, risks and fees

What to bring…

– A list of financial goals and dreams you would like to achieve, including short-term and long-term goals.
A list of questions you have regarding your current financial situation
– Any account statement, budget information or other documentation on areas of your financial life that you feel deserve immediate attention. 

SCHEDULE AN APPOINTMENT

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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