Wayne Morrill (CFP®)

Wayne Morrill focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Remember when gasoline was 30 cents a gallon or a first class stamp was 13 cents? What will they cost over the years to come? Are you prepared to meet the financial challenges facing you over your lifetime? Have you identified what your goals and objectives are? Perhaps you are a do-it-yourself person, but need a little guidance to be comfortable you’re on the right track. Or you know you need to plan ahead, but life is just too busy. Maybe you have avoided thinking about financial planning because it seems so complex and you have limited knowledge of investments. Or you just don’t know who you can trust when it comes to your personal finances. Morrill Financial Services (MFS) will work with you to understand your unique situation, building a relationship on trust. MSF offers fee-only financial planning to help you with identifying your financial goals and objectives and preparing a plan to reach them. Services range from financial consulting, preparing a financial plan or investment management. Specific services offered include: retirement planning, education funding, insurance needs, tax planning, estate planning, asset allocation, investment selection and financial counseling. Consulting and planning services are offered on an hourly or negotiated fixed fee basis.  Asset management services, which also include financial planning, are provided on a percentage of assets basis.

NAPFA Start Date

February 18, 2005

Submit
Submit

This Office

4 Indian Wind Dr Scituate, MA 02066-3022 Phone: (781) 775-4677 Fax: (781) 545-8020