Debra Morrison (AEP, CFP®, MS)

Debra Morrison focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Possess a particular empathy for Empowering pre-retirees financially & personally,

Masters of Science degree in Retirement Planning,

38+ yrs' experience as a financial planner and asset manager, 

I've authored three books--1 of which attained Amazon Best Seller status,

I am an International Motivational Speaker, &

Seasoned Accredited Estate Planner.

Additional Information

If you have any questions about whether your retirement will be all that you've dreamed, or have any anxiousness about your investment portfolio, I'd love to work together to reduce your stress about money and better ensure your portfolio is structured to last as long as you do.

Our focus is to create strategies to reduce any worry and put more life in your years, so that your Next 50 are your Best 50 years!  We use a teaching style, educating & empowering clients as we coordinate your investments with your goals, utilizing Institutional investments with razor-thin expenses.  

Our experience has taught us that we have two assets in life: Time & Health.  We discern for you the valuable information amidst the plethora of media "noise" all the while identifying and managing RISK and minimizing taxes.  

We adhere to our fiduciary oath to serve clients needs first and foremost, and as Fee-Only CFP® Practitioners, we sell no products, nor do we earn (or are influenced by) commissions or referral fees.

NAPFA Start Date

May 07, 2014

Submit
Submit

This Office

4 Beaverbrook Rd # 122 Lincoln Park, NJ 07035-1796 Phone: (973) 709-2244 Fax: (973) 706-8749