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Financial Planning

The William Morris Group

The William Morris Group, P.A. is an independently owned financial services firm. With decades of experience, we develop customized strategies for individuals and businesses utilizing the highest quality products and latest technology to help meet their needs. Whether you are a business owner protecting your employees and your company’s future or an individual planning a family’s future, we recognize that each of our clients’ needs is unique. That is why we take the time to listen and understand each client’s needs and dreams. Our goal is to build long term relationships based on trust and confidence.

Solutions For Businesses & Individuals


The challenges business owners face are multiple, and often times the very important issues of business continuity, key employee benefit programs, and overall HR issues, are simply not addressed.  Our clients have benefited from having a group of professionals to help solve problems in these important areas.  This collaboration allows business owners to focus on the daily challenges of running their business and generating profits.


There are many challenges professional families and individuals face when it comes to having their financial priorities in order.  From knowing how much life insurance is needed to protect family members, to having appropriate income protection, all the way to how to prepare for retirement, a comprehensive financial plan can provide clarity and a road map to answering questions in all areas.


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