About MORRISSEY FINANCIAL

Our Aim is to provide strategic wealth and tax planning that is right for you and your family. Simply put, we strive to be our client’s trusted advisor.

As a firm, our focus is to understand your goals and develop a plan to help you reach them. We will meet with you to present an analysis and discuss our recommendations.

We believe a focused planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to address your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

Our Approach
We focus on long term relationships.
We listen to your concerns.
We offer advice and solutions to meet your needs.

What are your burning questions?

 

Do I have enough to meet my future goals and dreams?

Have I considered the tax ramifications of my actions; is there a better way?

How can I increase cash flow and be more profitable in my business?

 

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Meet Our Small but Mighty Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Posts

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
Marilyn Morrissey |
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...