What it all boils down to is commitment. We’re here for the long haul, nurturing relationships, and using all of our talents, experience and resources to provide the coverage our clients need, and the peace of mind they crave.
To learn how we put our dedication into action, contact us.
We are a family-owned business, now in our third generation.
No field is more future-focused than insurance but at Morgan Planning Group, history counts for a lot. Three generations of family ownership and operation have given us a deep understanding of our clients’ experiences growing their own businesses. Just as important, we have a long, unbroken history of listening to the people we serve and always – always – acting in their best interest.
Our firm was founded in 1984 by Gary Morgan, himself the son of an insurance agent. When he first put up his shingle, we were a group of one. More than 30 years later, we’re a bit larger, day-to-day operations are now led by Gary’s son, Scott, and we provide a wider range of services to a growing family of clients, including businesses of all sizes, as well as professional practice organizations, individuals and families. They turn to Morgan Planning Group not only for insurance strategies, but also for financial and investment planning to help achieve their goals for retirement, college funding, estate planning and more. Most important, however, is what hasn’t changed: our focus on making our clients’ lives a little bit easier, and a whole lot more secure.