Justus Morgan, Cfp®, Ea, Ricp®

Justus Morgan, Cfp®, Ea, Ricp® Email and Phone Number

Fee-Only Financial Planner | Shareholder @ Financial Service Group, Inc.
Justus Morgan, Cfp®, Ea, Ricp®'s Location
Racine, Wisconsin, United States, United States
Justus Morgan, Cfp®, Ea, Ricp®'s Contact Details

Justus Morgan, Cfp®, Ea, Ricp® work email

Justus Morgan, Cfp®, Ea, Ricp® personal email

n/a

Justus Morgan, Cfp®, Ea, Ricp® phone numbers

About Justus Morgan, Cfp®, Ea, Ricp®

As a fee-only, comprehensive financial planner, I am passionate about helping individuals and families make better financial decisions to improve the quality of their lives through goal clarity and conscious decisions around their money. My objective is to build long-term relationships with a select group of clients by focusing on what's most important to them and their families.

Justus Morgan, Cfp®, Ea, Ricp®'s Current Company Details
Financial Service Group, Inc.

Financial Service Group, Inc.

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Fee-Only Financial Planner | Shareholder
Justus Morgan, Cfp®, Ea, Ricp® Work Experience Details
  • Financial Service Group, Inc.
    President
    Financial Service Group, Inc. Feb 2022 - Present
    Mount Pleasant, Wi, Us
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  • Financial Service Group, Inc.
    Shareholder
    Financial Service Group, Inc. Jan 2008 - Present
    Mount Pleasant, Wi, Us
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  • Financial Service Group, Inc.
    Financial Planner
    Financial Service Group, Inc. Apr 2006 - Present
    Mount Pleasant, Wi, Us
    Financial Service Group helps our clients experience peace of mind by providing fee-only (no commission) financial planning that aligns their finances with their lives. We specialize in a wide variety of areas including retirement planning, investment planning, tax planning, career asset management, charitable giving/gifting, and much more.
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  • Financial Service Group, Inc.
    Associate Planner
    Financial Service Group, Inc. Aug 2003 - Apr 2006
    Mount Pleasant, Wi, Us
    As an Associate Planner, I provided direct support to one of the lead Financial Planners of the firm. Under the guidance of a seasoned professional, I not only expanded my knowledge but also acquired practical experience guiding clients through their life transitions.
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  • Financial Service Group, Inc.
    Intern
    Financial Service Group, Inc. Apr 2003 - Jul 2003
    Mount Pleasant, Wi, Us
    The internship at Financial Service Group provided an opportunity to learn the processes & philosophies behind the firm's mission of helping clients experience financial peace of mind.
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  • The Journal Times
    Guest Columnist
    The Journal Times Jul 2003 - Dec 2022
    Racine, Wisconsin, Us
    Applying common sense strategies of personal finance is anything but common practice. As a long-standing contributor to the monthly personal finance column, "To Your Wealth" my goal is to provide useful ideas that anyone can apply to help better align their money with their lives.
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  • Financial Educators Network
    Certified Instructor
    Financial Educators Network Jan 2017 - Mar 2020
    Beaverton, Oregon, Us
    As an instructor with the Financial Educators Network, I teach courses on the fundamentals of successful retirement planning.
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  • Summer Gathering
    Conference Organizer
    Summer Gathering Jun 2011 - Jul 2018
    Most industry conferences provide information on a wide variety of topics but few provide in-depth analysis any one particular topic. Since 2011, I've organized an annual event for comprehensive financial planners to gather each summer to learn about a single topic over several days. Past topics have included working with aging clients, financial life planning, financial psychology & wealth in families.
  • Marquette University
    Graduate Assistant
    Marquette University Aug 2002 - May 2003
    Milwaukee, Wi, Us
    Assisted the Strategic Management group in the College of Business Administration
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Justus Morgan, Cfp®, Ea, Ricp® Skills

Financial Services Personal Finance Retirement Planning Retirement Income Strategies Personal Financial Planning Financial Life Planning Tax Planning Investment Management Estate Planning 529 Plans 401 Retirement Savings Plans Intergenerational Wealth Transfer Grief Counseling Charitable Gift Planning Legacy Giving Financial Advisory Non Profit Board Leadership Non Profit Volunteering Business Management

Justus Morgan, Cfp®, Ea, Ricp® Education Details

  • Marquette University
    Marquette University
    Mba
  • Marquette University
    Marquette University
    Arts & Sciences

Frequently Asked Questions about Justus Morgan, Cfp®, Ea, Ricp®

What company does Justus Morgan, Cfp®, Ea, Ricp® work for?

Justus Morgan, Cfp®, Ea, Ricp® works for Financial Service Group, Inc.

What is Justus Morgan, Cfp®, Ea, Ricp®'s role at the current company?

Justus Morgan, Cfp®, Ea, Ricp®'s current role is Fee-Only Financial Planner | Shareholder.

What is Justus Morgan, Cfp®, Ea, Ricp®'s email address?

Justus Morgan, Cfp®, Ea, Ricp®'s email address is ju****@****lth.com

What is Justus Morgan, Cfp®, Ea, Ricp®'s direct phone number?

Justus Morgan, Cfp®, Ea, Ricp®'s direct phone number is (262)-554*****

What schools did Justus Morgan, Cfp®, Ea, Ricp® attend?

Justus Morgan, Cfp®, Ea, Ricp® attended Marquette University, Marquette University.

What skills is Justus Morgan, Cfp®, Ea, Ricp® known for?

Justus Morgan, Cfp®, Ea, Ricp® has skills like Financial Services, Personal Finance, Retirement Planning, Retirement Income Strategies, Personal Financial Planning, Financial Life Planning, Tax Planning, Investment Management, Estate Planning, 529 Plans, 401 Retirement Savings Plans, Intergenerational Wealth Transfer.

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