David H. Morgan
Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.
Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.
https://reap.seminarsoncall.com
We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.
REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:
Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, Financial & Tax
Advisory Issues
Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
2004
2-4 Employees
K070691
REAP in Wealth Management, LLC
TDAmeritrade, Schwab
Florida, Georgia, California, & Illinois
Any!
15
Full service estate planning, income modeling, and independent wealth advisory, and tax planning work.
Businesses, Investment Clubs, Individual Investors
Long Term Care, Life, Annuity
Society of Financial Services Professionals, MSFS
Certified Estate Planning network Certified Financial Fiduciary designation
Bonds, Mutual Funds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Email, Your Office, Phone, Your Home, Our Office
Fee-Based
$25,000
1%
400
400
250
28+MM
400
150
350
Same
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1872282/wiseradvisor-r.e.a.p.,-llc-detailed-disclosure.html
Local Presbyterian Church.
Urban Land Use: Policy & Controls, published, 1976
State of Missouri, Ranked 12th in USA
