February 9, 2010  
Morgan Advisory Group is an independent, boutique insurance advisory firm that specializes in working with high net worth families, privately held businesses, and their advisors, in the design, implementation and management of wealth transfer, business succession and executive benefit plans. Our team is dedicated to providing superior service and planning solutions for the unique and sophisticated needs of our clients and their advisors.

Our process involves assisting our clients and coordinating our efforts with their advisor team. We develop an understanding of past experiences, current needs and goals for the future. We analyze and recommend funding alternatives that include corporate, partnership, individual and trust owned life insurance and disability insurance.

Independent, unbiased, objective advice is the cornerstone of our firm. 



Morgan Advisory Group is independently owned and operated


On Hard Work:
"Opportunity is missed by most people because it comes dressed in overalls and looks like work."
 - Thomas A. Edison, inventor

On Values:
"A people that values its privileges above its principles soon loses both."
 - Dwight D. Eisenhower

On Creativity:
"If everyone is thinking alike, then somebody is not thinking."
 - General George S. Patton, U. S. Army

On Planning:
"Prediction is very difficult, especially about the future."
 - Niels Bohr (Famous Physicist, 1885-1962)

"It’s better to be approximately right than precisely wrong"
 - Warren Buffett

On Facts:
"It's no wonder that truth is stranger than fiction; fiction has to make sense"
 - Mark Twain

"Facts are stubborn things"
 - Ronald Regan

On Details:
"Education is when you read the fine print. Experience is what you get when you donÕt."
 - Pete Seeger (singer, songwriter)

On Sportsmanship:
"It's good sportsmanship to not pick up lost golf balls while they are still rolling."
 - Mark Twain

On Humor:
"I never drink coffee at lunch. I find it keeps me awake in the afternoon."
 - Ronald Regan

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