www.morgancapitalsolutions.com
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Submitted URL: http://morgancapitalsolutions.com/
Effective URL: https://www.morgancapitalsolutions.com/
Submission: On January 19 via api from US — Scanned from DE
Effective URL: https://www.morgancapitalsolutions.com/
Submission: On January 19 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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Menu * Home * Who We Are * About MCS * Our Team * Our Clientele * Services * Intelligent Analysis * Organized Planning * Simplified Strategies * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Client Login * Contact CLIENT-CENTERED At MCS, our clients always come first. Our personal, family-oriented approach provides an intimate experience while providing carefully crafted and tailor-made financial plans. We serve corporate executives, business owners, retirees, and families. Learn More OUR TEAM When you work with MCS, you have highly qualified industry professionals with decades of financial management experience. Learn More WHY MCS By choosing Morgan Capital Solutions, LLC, you receive a high level of client care and decades of financial management experience. Learn More YOUR FINANCIAL LIFE At MCS, all aspects of your Financial Life are covered. Retirement ∙ Estate ∙ Investment ∙ Insurance ∙ Taxes Learn More CLIENT-CENTERED At MCS, our clients always come first. Our personal, family-oriented approach provides an intimate experience while providing carefully crafted and tailor-made financial plans. We serve corporate executives, business owners, retirees, and families. Learn More OUR TEAM When you work with MCS, you have highly qualified industry professionals with decades of financial management experience. Learn More WHY MCS By choosing Morgan Capital Solutions, LLC, you receive a high level of client care and decades of financial management experience. Learn More YOUR FINANCIAL LIFE At MCS, all aspects of your Financial Life are covered. Retirement ∙ Estate ∙ Investment ∙ Insurance ∙ Taxes Learn More ABOUT MCS Why Choose MCS? Learn more INTELLIGENT ANALYSIS Attention to Detail Learn more ORGANIZED PLANNING Your Financial Life Structured & Planned Learn more SIMPLIFIED STRATEGIES Planning Easily Understood & Implemented Learn more RETIREMENT Whether you are nearing retirement, already retired, or getting a head start on your retirement planning, we have the experience needed to get you on the right track and help you stay there. At MCS, our experienced financial management professionals specialize in retirement planning. We are passionate about ensuring that your retirement works as hard for you as you did to earn it. Learn more TAX Our team of financial professionals works hard to ensure that you have tax-efficient investments built into your financial portfolio. There are several ways to minimize taxes and keep as much of your hard-earned dollars as possible and MCS can help you find those ways. Learn more MARK MORGAN President 682-339-1871 markmorgan@morgancapitalsolutions.com NEAL SHIELDS Director 214-384-2504 nealshields@morgancapitalsolutions.com MEDICARE ADVANTAGE 101 Overview of Medicare Advantage, what’s in them, special rules, and more. Learn More THE AVERAGE AMERICAN BUDGET Learn about the average American budget in this fun and interactive piece. Learn More FIVE MOST OVERLOOKED TAX DEDUCTIONS Five overlooked tax deductions to help manage your tax bill. Learn More HAVE A QUESTION Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: 6823391871 550 Reserve St. Suite 190 Southlake, TX 76092 Insurance, Series 7, 9, 10, 31, 63, 66 Send an Email QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Triad Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Triad Advisors, LLC Member FINRA / SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Morgan Capital Solutions, LLC and Triad Advisors , LLC are not affiliated.