Justus  Morgan,  CFP<sup>&reg;</sup> - Financial Advisor

Justus Morgan, CFP®

EA, RICP®

Financial Planner

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406
FINANCIAL ADVISOR'S WEBSITE
(800) 420-4500
(262) 554-4500
CONNECT WITH Justus
  • linkedin link

General

Justus Morgan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Service Group, Inc. in Mount Pleasant, WI and the surrounding communities.

Financial Advisor Overview

As a fee-only, comprehensive financial planner, I work with individuals and families to make better financial decisions to improve the quality of their lives through goal clarity and conscious decisions about their money. My objective is to build long-term relationships with a select group of clients by focusing on the financial planning process rather than the sale of financial products. Please visit our website at www.ToYourWealth.com to learn about our unique planning model.

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Financial Advisor Experience

An experienced fee-only financial planner for over 13 years helping people manage the complexities of their personal finances. Our focus is applying a financial life planning model to retirement planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent through IRS, RICP

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources