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David Morgan joins Planning for the Future Podcast to discuss staying safe in these financial times

In this insightful interview David discusses REAP’s unique take on your long term planning and financial future. The Days of “use it or lose it” are long gone and David talks about ways for you to take advantage of these programs and how to do a full financial MRI to make sure you are financially healthy. For the original…

Message from REAP • April 1, 2020

From: David H. Morgan & REAP

Dear Valued Clients,

March of 2020 will go down in history as one of the most chaotic months in modern national history. After an optimistic start to the year, the COVID-19 virus, an oil price war, and an old-fashioned Wall Street Panic took their toll on global markets. Congress has announced a fiscal stimulus package of more than $2 Trillion to…

My Experience Abroad

By: David H. Morgan

In reflecting how to bet summarize my overseas scholarship experience at the Polytechnic of Central London in 1976—77, a host of powerful thoughts and feelings still resound. So, perhaps the most salient is to express my profound and innate gratitude for this most powerful experience is via a nautical metaphor, an anchor…

By David H. Morgan

From talk given at Ormond Beach Presbyterian Church

In following up with the theme of today’s message, several core themes emanate that should trigger inner self-reflection and musing at this time in our lives.

1. Jesus said, “Feed my sheep.” What are all of us here doing to feed our sheep? Our flock includes not just the spiritual nourishment garnered here at OBPC every Sunday morning, but also others in our community, nation and…
   
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By David H. Morgan

I have been reflecting on the meaning of stewardship and its impact on our daily lives. As members of the church, the body of Christ, we are admonished to believe and embrace that our pledges truly emanate from the heart and the soul, and very rightfully so. However, I would be remiss to also have us embrace that sometimes, our gifts may incubate and emanate from the head, our mind….

REAP’s David H. Morgan is a certified Retirement Management Advisor® (RMA®). Let’s take a look at what the RMA Program is and how this resource can help you in your financial planning.

What is the RMA Program?

The Retirement Management Advisor® (RMA®) program is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes.

The RMA program requires…

I was asked by Dr. Foley recently to summarize what stewardship means to me for this year. In light of this request, I have opted to review Dr. Foley’s 5 core stewardship themes and how they integrate into our secular world, and how they might impact your stewardship pledge.

1. Heart: I wish to share a story of on old talking to his son, and how the heart involves stewardship. “A fight is going on inside…
   
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Advisor Testimonial – David H. Morgan

From: National Association of Certified Financial Fiduciaries

David H. Morgan, MSFS, CEP® is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish this, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not…