With extensive knowledge of the finance industry, Morris & Garritano's Estate and Financial Planning department works closely with clients to establish new retirement programs or to reassess their current programs to maximize efficiency.
With an experienced support team, our consultants provide financial advisory services and ongoing independent analysis of your retirement plan. Our service philosophy is designed to help assess, analyze and address your particular needs in order to maximize your plan’s value.
We aim to improve the overall effectiveness of your plan by helping to:
- Manage fiduciary risk and compliance issues
- Increase employee satisfaction through education and communication
- Streamline investment selection and analysis
- Identify and recommend cost efficiencies
- Assess plan design
Contact Jon Pollock, our lead Estate & Financial planner for more information on any of these services.