Offices Conveniently Located In:
Boyertown, Pa and Oley, PA
Phone: 610.367.9000 • Fax: 610.473.9078

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  • Do you have “WILL” Power? So you have a written will.  Good for you!  Fortunately, or unfortunately, you have done more than other people.  It’s very sad that many people start the will process after they have been personally affected by an event close to them.  Don’t follow in these footsteps. Many people feel that “everything” goes to the kids.  That may be true.  But how old are they?  Can they manage those assets?  What about a house or other personal ...
  • The Road To College Remember when a college education was reasonably priced? Those days are gone, and that's why college planning is so important. Between 2001 and 2006 the average tuition and fees at four-year public colleges and universities increased by 35%. The average tuition for private colleges increased 32% between 1996 and 2006 (according to the College Board).How soon is too soon? It is never too soon to begin saving for your child's education. Many parents start as soon as a child is born. Some parents ...
  • Lady Bears...Thanks! This month I decided to take a break from giving you insight on financial issue to highlight a very special group of young women.The Lady Bears high school basketball team just completed their best season in school history! They may have not won the state championship but they deserve to called winners.A brief recap in case you just flew back from enjoying a southern winter. This team of girls of all ages NEVER gave up. They fought every single minute to get to the district playoffs. At that ...
  • To pay or not to pay What a question!  You sell your house, you retire or you inherit a large sum of money.  Maybe, unfortunately, you are a corporate downsizing victim or a recipient of funds from a divorce or other misfortune.  Either way, there are many decisions you are facing regarding these funds.  Whatever you do, have patience and get assistance. Is it best to pay off your credit cards?  What about your car or your house.  There are many things to consider, such as interest ...
  • Be Prepared For The Worst...Or Else! I recently informed you about some changes to be aware of regarding planning for your unlikely death. It's not pleasant to discuss but very necessary to avoid complications for the people you truly cherish.Here are a few things to consider. How would you answer the following questions: In the event you and your spouse die at the same time (in a common accident, for example), at what ages would you want property to be available to your children without restriction? At this time, should the need ...
  • Estate Tax Changes Review NOW! There is a chance that the repeal of the estate tax will terminate at the end of this year.  This means rates will return to the days of 2002.  It's right around the corner so start preparing now or major consequences could occur.  Here are a few things to consider. First, list all charitable organizations (including schools and universities) you expect to mention in your estate plan and the type or amount of property you intend them to receive. Next, keep complete information ...
  • Back To Reality...Again The recent stock market boom has been a real treat for people invested in equities. Those individuals that have avoided stocks because of the risk have been second guessing their motives over the last few years.Well now those "safe" investors have a chip on their shoulder after the stock market plunge in late July. Everywhere you turn people say, "See, I told you the stock market was overvalued, I knew it. You should have listened to me!" Pay attention because I will help you seal lips.First, ...
  • It’s All Risky…..Isn’t It? We hear it all the time. We see it on every business channel. Our friends tell us at social events. Parents say it at our children’s sporting events, "Stocks are risky!!!" OK, tell me something I don’t know.  Bonds are safe….wrong! You can’t go wrong with real estate…incorrect! We are in a very “interesting” economic environment right now and everyone seems to have an opinion. Here’s my thoughts.. Every investment has risk. If you ...

About Us

Professional advice and personal experience
Morgan Financial is a full-service financial planning firm that helps individuals, business owners, and retirees reach their financial goals. We will discuss your unique needs, explain your choices, and structure a financial plan specifically for you. We are committed to monitoring your plan and delivering the most accurate information in a way that is easy to understand. We pride ourselves in the professional advice and personal experience we provide while developing the right plan for the future of you and your business.

Your assets
The legacy you leave behind is important to you and your loved ones and the goal of investing is to ensure financial security later in life. We will help you design a comprehensive strategy based on your needs, resources, and future goals. Our strategies include retirement needs analysis and tailored retirement plans that are designed to take you beyond the accumulation phase and into retirement. It is crucial that you prepare both financially and emotionally for the inevitable time when you are not around. With our hypothetical probate analysis and tax reduction strategies, we can help you pass on as much of your wealth as legally permissible – leaving your family an inheritance instead of a tax bill.

"I have designed my business to provide you with the resources necessary to help you reach the financial goals you desire in an ever changing society."

Your success
As a business owner, you value the importance of securing the future for your employees, yourself, and your business. By providing professional guidance and planning, we can help you take the necessary steps to protect the success you have worked long and hard to achieve. We will provide sophisticated strategies for your business including buy-sell strategies, funding option analysis, family business succession planning, and key person insurance.

Your future
Understanding the various insurance policies and finding the most suitable policy for our clients is one of the most important services we provide. Adequate insurance for life, home and auto, long-term care, disability, workman’s compensation and business liability is essential. Whether your needs are for individual, family coverage, or group-business coverage, Morgan Financial will explain your choices and help you personalize a plan that fits your situation.

About Frank Morgan

Frank Morgan, Jr. is the president of Morgan Financial and offers over 13 years of financial experience. He is a registered representative with Cambridge Investment Research, Inc. and is an independent Investment Advisor Representative with Morgan Financial, Registered Investment Advisor. Frank earned his Bachelor of Science degree from Penn State University and currently holds FINRA Series 6, 7, 63, and 65 licenses along with several insurance licenses. Frank is actively involved in his community as a member of the Penn State Alumni Association, Southeastern Pennsylvania Juvenile Diabetes Research Foundation, and several non-profit organizations. He is also a past chairman of the Boyertown Area YMCA. Frank enjoys traveling, golf, and supporting his two children in athletics.

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Cambridge and Morgan Financial, Inc. are not affiliated. 

We are licensed to sell securities in the following states: Alabama, California, Delaware, Florida, Kentucky, North Carolina, Tennessee, Pennsylvania, Utah

We are licensed to sell insurance in the following states: Pennsylvania 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated.

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