Henry Morgan & Company was founded in 1957.  With 54 years of experience we bring to you total financial management with a focus on building your wealth with wisdom. 

How do we do this?  We organize your financial life.  Click here to view our 2 minute overview video.  After identifying your goals and objectives together we make safe decisions which increase your finances positively.

Our services include financial planning, estate planning, tax planning, wealth management, insurance products, retirement plans and retirement planning, education planning and education plans, and many more aspects of improvement to your overall financial life.

Your business will benefit from the same services and also include employee benefit planning and plans of all kinds, human resource outsourcing, retirement plans, and capital needs to help your business grow and expand.

What are our qualifications and background and future?  Henry A Morgan Jr. has been serving clients for 42 years.  He is a licensed life, health, retirement, annuity, and life settlement broker.  He also holds the Certified Insurance Counselor designation.  Hank Morgan is a licensed life, health, retirement, and annuity agent and has been licensed since 1997.  We at Henry Morgan & Company have on retainer a staff of Certified Financial Planners, Certified Public Accountants, and Tax & Estate Attorneys which aid us in proper planning and execution of our client needs.  If our Dallas staff died in a common accident we have an agreement with our national firm to continue our business until the Lord returns.

Cost?  Our first meeting with you is a discussion of your situation, your goals, and your objectives.  If there is a fee or cost charged, it will be outlined to you at that time and you can decide about pushing forward or not.

Disclaimer:  We uniquely build your wealth avoiding the use of direct investments in stocks and mutual funds.  We do not hold securities licenses but rather use some unique insurance contracts that allows your wealth to build each year without exposing you to loss.  We feel this is very important as we recognize you work very hard for your money and we do not wish to put that hard earned money at risk.  With that said, if you are one who "loves the market and the thrill of participating in it" then we assume your desire is motivated by your belief that the market will make you money.  If this is a case, then we can set you up to participate there via qualified retirement plans.  An exemption in the law allows us to do so for you.  Also, as we introduce companies to capital sources, some of these companies prior to going public or being purchased by larger public companies will offer their emerging stock for purchase.  We as individuals will sometime invest in this emerging stock with the goal of selling at the point they are purchased or go public.  If you are interested we will share what we have done and refer you to the company for the same participation though we do not and will not be selling their stock.  This will be a referral only based on your interest and what we have done ourselves.

Questions?  Contact us at (214) 692-9611 or visit our website at www.henrymorgan.com and click on our "Contact" tab to drop us a note.an