At Morrison Financial Group, our sole focus is YOU.
Morrison Financial Group’s mission is to help people pursue their financial goals and work toward their dreams. Our aim is to help provide financial security at retirement; and to help ensure the most efficient and effective passing of assets from one generation to the next. At Morrison Financial Group, we endeavor to communicate with our clients in terms that make it easier to understand the complex financial issues people may face today such as taxes, inflation, wealth transfers and much more. Whatever your financial goals or needs may be, Morrison Financial Group is ready, eager and willing to help you in every way possible.
Our goal is to help our clients:
• Plan for financial independence
• Enjoy the “good” life
• Create a financial plan that will last as long as needed
• Identify acceptable levels of market risk to help ensure it aligns with your investment goals
Since 1972, Jim Morrison has been successfully providing sound financial advice to his clients. Jim is the founder/CEO of his own agency, Morrison Financial Group, located in Coldwater, Michigan. In discussing his work philosophy in dealing with his clients, Jim speaks with sincerity and conviction: “I work to help people work toward their financial goals and pursue their dreams. Our personal goal is to run a profitable business and to be professional, knowledgeable and respected in our field.” Jim earned a bachelor’s degree in Communications from Michigan State University and has lectured before national associations. Jim is a former school board member, city councilman and board member of the Chamber of Commerce. He is licensed to sell insurance in Michigan and passed the Series 65 securities exam allowing him to serve clients as an Investment Adviser Representative and Insurance Professional.
Tammi Schorfhaar is an insurance professional who primarily focuses on Medicare Supplements, Medicare Advantage Plans and Medicare Part D- Prescription Drug Plans. Graduating from Hillsdale College, Tammi earned a bachelor’s degree with majors in both Finance and German. Tammi and her family have been recognized by the Coldwater community for their volunteer work on several occasions throughout the years.
Contact us at firstname.lastname@example.org or call us at(800) 228-4883 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.