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Glen Morris Financial

By focusing on your financial goals and dreams, we can help you to develop a personalized plan to take the mystery out of preparing for today and tomorrow and help turn your dreams into your reality.

"Go confidently in the direction of your dreams. Live the life you've imagined."
Henry David Thoreau

Our Process


The Envision process offers you and your financial advisor the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and update your approach whenever necessary.

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Are you prepared for the next Bear Market?

Knowledge is power. There are more options that you can and should consider before the next bear market, rather than just
“riding it out”.

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Our Services

A deeper dive into the products and services we provide our clients.

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Our Areas of Experience


Want to find an easy-to-use and cost effective retirement plan? Want to maximize savings as a business owner? We help business owners and employers get the most out of their 401k plan.

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Years of experience have prepared us to guide you through your life transitions.

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Trusts & Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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