DEVELOPING INNOVATIVE FINANCIAL STRATEGIES SO YOU CAN
RETIRE HAPPY
WHO WE SERVE
We focus on realistic programs designed specifically for each individual client and we support you in recognizing and achieving those goals.
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Are you in your 50s, 60s, or 70s?
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Are you retired or considering retirement?
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Or are you wondering if you have saved enough money to retire?
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Would you consider yourself middle-income or upper-middle income?
If you see yourself in these bullets, reach out and talk with us about your options.
SUPPORTING YOUR GOALS
A solid road map allows you to measure and realize your goals.
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Do you know what to do with your 401k or 403b?
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Did you know that when you start receiving Social Security benefits can significantly impact how much money you receive (seriously, you can lose out on thousands and thousands of dollars)?
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Did you know that you have Medicare choices that could cost or save you significant dollars?
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Did you know many people pay unnecessary taxes on retirement income (sometimes nearly fifty cents on the dollar!)?
Contact Morris & Pursley Financial Plans and see if we're a good fit.
ADVISORY & FINANCIAL
SERVICES
We'll review your financial situation as often as necessary to assist you and help you stay on track.
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Optimizing and managing retirement income plans.
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Identifying and implementing solutions for retirement income risks.
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Developing the right mix of annuities , life insurance, and long-term care insurance.
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Creating a comprehensive financial program or estate plan.
Ask us for an analysis of your current situation.
ABOUT US
Morris & Pursley Financial Plans is a comprehensive financial planning firm focused on helping Texans retire happy. Our team cares about our clients. We want to get to know you, your goals, and your challenges. Then, we'll help you navigate your financial options and build a retirement income strategy that enables you to retire happy. Learn more.
Our Services
Typically, financial advisors are trained to help clients accumulate wealth. But in retirement, you need to be certain that the money you've spent decades saving will last through your retirement.
Missy Pursley is uniquely qualified to help you. As a Retirement Income Certified Professional (RICP), Missy is trained to mitigate the major risks you can face in retirement. Morris & Pursley Financial Plans can help you navigate the complexities of making your assets last throughout your retirement.
Strategy is the first step in planning. Starting with these questions will help us determine the right strategy for you.:
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How much guaranteed lifetime income do you have?
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Have you taken the key retirement risks off the table?
Next, you must answer two fundamental questions about your money:
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What do I need my money to do?
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What do I want my money to do?
Set up an introductory call with Missy and see if we're a good fit. The call is free. We'd love to help you retire happy!
Retirement Planning
We can help you make the most of your nest egg. Our clients include retired teachers, medical professionals, small-to-medium sized business leaders, CPAs, lawyers and more. Let us help you make the most of your money!
Medicare Coverage
Navigating Medicare coverage can be overwhelming and making the wrong choices can be expensive. Medigap policies, Medicare Advantage plans, Medicare Parts A, B, C, and D, premiums, deductibles... it's a lot. Let us help you.
Social Security
Social Security is a source of retirement income for millions of Americans. We can show you what's at stake, when to claim to produce the best results over your lifetime, and the impact benefit cuts could have on your overall strategy.
Annuities
Fixed annuities are a safe, low-risk way to plan for a comfortable retirement on a tax-deferred basis. The money is protected, and you can get a guarantee that you'll never outlive the income you receive from the annuity.
Insurance
Life Insurance and long-term care insurance can mean financial security for you and your family. It protects your financial resources against the uncertainties of life so you can plan for the future.
Estate Planning
There are strategies we can employ to help you with wealth transfer, including your assets, life insurance, pensions, real estate, cars, personal belongings, and debts.
