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Member Profile

Edwin P. Morrow , RFC®
IARFC
Financial Planning Building
PO Box 506
Middletown, OH  45042-0430
USA

Phone: 513 424 6395
Fax: 513 424 5752
Email: edm@iarfc.org
Website: http://www.iarfc.org

Fee Range or Basis:
Planning Fee of $1,200 to $6,000 - depending on the complexity of estate holdings and business interests. (See Statement of Services)

Qualifications:
Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.

Years Experience: 50

Designations:
RFC® , CHFC, CLU

Professional Associations:
IARFC, MDRT, SFSP

Financial Services Offered:
Asset Protection     Business Coaching     Business Planning     Charitable Planning     Education Planning     Estate Planning     Exec Comp. Plans     Personal Coaching     Portfolio Management     Retirement Planning     Seminars/Workshops     Tax Planning     

Financial Products Offered:
Annuities     Buy/Sell Plans     Charitable Foundations     Disability Income Ins.     Life Insurance     Long Term Care Ins.     Mortgage Loans     Mutual Funds     Precious Metals     

Statement of Services:
For over 30 years our firm provided comprehensive personal financial planning to individuals, couples, retirees, business owners and corporate executives. Our planning for closely-held businesses included valuation and business continuity, techniques to reduce taxation, key employee incentives, business plan and marketing plan development. FPC pioneered in the development of planning software and the construction of plans for corporate executives. We offered employer-sponsored retirement planning in an educational seminar format, followed by private conferences with each employee and spouse to help them effectively use company benefits and coordinate them with other holdings to assure financial independence. Since 1999 we have focused entirely on the training and support of financial advisors through the continued development of the Plan Builder and Practice Builder professional software programs. Because our services no longer involve the direct sale of financial products or the preparation of comprehensive plans, we have assisted clients in obtaining professional services, insurance coverages or investments from qualified advisors. (Mr. Morrow currently serves as the Chairman & CEO of the IARFC and travels across the world establishing RFC Courses and lecturing to financial advisors.)

Securities Offered Through: A well recognized broker/dealer would be listed in this position.












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