Financial Planning with Middle Peninsula Financial Services Division

• Are you going to have enough money to fund your retirement?
• Can you afford that second home?
• How will you help your children with education expenses?
• Are you paying more than you have to in taxes?
• Do you work on last year's taxes in February instead of next year's taxes in October?
• Will your savings and investments hold up to the bite that inflation and taxes will take?
• If you become disabled, or need nursing home care, will you have enough income to sustain your current lifestyle and still pay the extra medical costs?
• If you die, how will your estate be settled?
• Will there be unnecessary income and estate taxes paid?
• Have you picked an executor or a guardian for your children?
• Do you have enough life insurance?

These are the questions that trouble many of us and affect virtually every financial decision we make. Yet many people treat them as isolated issues. A financial planner assists individuals and business owners in viewing the whole financial picture, and in assessing the influences one decision may have over your other financial concerns.
 
Middle Peninsula's Financial Services Division grew out the needs of the clients of its parent company Middle Peninsula Insurance Agency, Inc. The insurance agency was founded in 1908, and through the years of offering insurance products, our customers began to need broader services. Middle Peninsula Financial Services allows us to offer a more comprehensive approach to our customers' financial concerns.
 
Middle Peninsula's Financial Services Division principal, William C. Morrison* has over 20 years experience in the financial services industry. Mr. Morrison is a Chartered Financial Consultant (ChFC), licensed to offer securities and Life, Health, Property, and Casualty Insurance.
 
* Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member NASD/SIPC, 400 N. Center Dr., Suite 100, Norfolk, VA 23502
 
Middle Peninsula Insurance Agency, Inc. is separate from Securian Financial Services, Inc., and is not a broker-dealer.