Financial Planning & Organization Our foundation for successful wealth building is financial planning based.  It is designed to organize your financial life once and for all as well as increase your net worth with a plan tailored to your personal goals and objectives. We provide this service to individuals, for profit and not for profit businesses, trusts, and foundations. We offer this service as a value added benefit without cost to our client. Money Management During the last 3 years American money managers have seen disaster for their clients.  Henry Morgan & Company has the unique position of NOT losing any of our clients money plus each client has received a positive return on their assets.  We have a proven process for providing positive returns even when everyone else is losing money.  Let us share that with you in our initial meeting. Retirement Plans 401K, Defined Benefit Plans, Cash Balance, 412ie, TSA, IRA, SEP, Keogh, and other retirement plans for business and personal. Life Insurance Permanent life insurance or term life insurance for a 10, 15, 20, 25, 30, or 40 year need.  We determine how much you need and make it easy for you to obtain it.  Have health issues?  No problem, we have never met a person we cannot insure! Safe Places for Money Need the most competitive rate of return on your safe money? We have it for you!  Annuities offer higher rates and give you legal benefits not offered on CD's and money market accounts.  We represent all the major annuity companies. We also carry a line of unique CD alternatives that produce higher yields for you. Health Insurance Need health insurance today?  Purchase it online at this link. Life Settlement Your life policy is very valuable...it is property that can be sold just like a home.  Don't let it lapse or terminate without first talking with us so we can evaluate how much you can receive if you sell it. Income Protection Is your income insured? What would you do if tomorrow your salary or income stopped due to medical reason by accident or sickness?  We have the answer for you. Money / Capital / Loans Is your business looking for capital?  Need a line of credit or funding to help it grow?  Let us link you to one of our lenders/funders to answer this need. Employee Benefits Coverage for you and your employees?  Medical insurance, long term disability, life insurance, long term care, critical illness, dental, vision, section 125, cafeteria plans, financial planning for your entire workforce?