Wealth Management
Financial Planning
Estate and Tax Planning
Retirement Plan Services
Our financial planning services take the long view to carefully balance your goals with your risk profile. We work closely with you to find the most prudent way to achieve your objectives.
Comprehensive Financial Planning with Certified Financial Planner (CFP®)
Estate Planning Guidance and Tax Planning
Debt Management, Budgeting
Education Planning - 529 Plans, Trusts, Gifting Strategy
Medicare and Long Term Care Planning
Cash Flow Management
We offer services for business owners and executives through Morgia Retirement by helping them understand their options for retirement plans that meet their personal and company goals. Our retirement plan services include fiduciary investment advisory, employee education, plan design, and cost benchmarking.
401(k) Plan Design, Set-up, and Management
Active Portfolio Management for Employers and Employees
Ongoing Trustee and Employee Education
Liaison Between Employer and TPA
ROTH and Traditional IRA Plans and Rollovers
Simple IRA
Qualified Plan Rollover
Social Security Planning, Analysis, and Timing
Medicare and Long Term Care Planning
Fiduciary Investment Consulting
All of our customers enjoy a high level of individual service from our entire team of multidisciplinary professionals. Collaboration and education are key to our approach. Whenever you have a question or need, we are available for you.
Direct Access to Team of 13 Professionals
Fidelity Online Account Access
Electronic Fund Transfer
Credentialed and Degreed Professionals - CFA®, CFP®, CIMA, CPFA™, CPA, MBA
Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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