Our Clients

Our clients come from varied backgrounds but generally are searching for clarity in their financial lives whether it be because they have identified a desire to bring order and a high level of comfort to their financial situation or there has been a recent transition such as being widowed, a divorce, or receiving an inheritance, and they want professional assistance in taking appropriate actions.  They also may want to simplify their lives, or pass along their wealth to the next generation or charitable causes.  The common theme among all is that they have recognized the need and are committed to working with a professional financial planner who can guide them and be a trusted advisor in coordinating their financial affairs.

If you or anyone you know needs some help:

  • Planning for retirement
  • Funding education
  • Budgeting or needing counsel to make better financial decisions
  • Rolling over retirement funds from a former employer
  • Disposing of a business
  • Considering long term care insurance
  • Investing an inheritance or other unexpected income
  • Deciding what kind of  and how much insurance is needed
  • Protecting an existing lifestyle or changing your lifestyle
  • Divorce planning
  • Transferring your wealth and values to others
  • Minimizing taxes

    Morrill Financial Services can help. 
    Please let them know about us.

Fiduciary Oath - As a member of the National Association of Personal Financial Advisors, we abide by the following fiduciary oath:

The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.