James H. Morgan and Holistic Family Asset Planning™
James Morgan, J.D., LL.M. (Tax), CFP®
Attorney and Certified Financial Planner™
James H. Morgan, is an Attorney and Certified Financial Planner™.
Jim's law practice concentrates in the areas of Estate and Business Planning, including Living Trusts and Wills
, Asset Protection
, as well as Elder Care
(Medicaid and Veterans Aid and Attendance Benefit Planning).
Jim graduated with a law degree from the University of New Mexico Law School, and has been practicing law since 1991.
e also graduated with a Masters in Tax Law from Denver University
in 2003, and is a member of the Trust and Estate Section and Elder Law Section of the Colorado Bar Association
Jim is also a Certified Financial Planner® and has more than twelve years experience in the financial services and investment industry.
Jim's education and experience allow him to provide broad based and thorough financial planning.
He is an Investment Advisor Representative and Registered Representative1, a member of the Financial Planning Association and Chartered Financial Analyst Society, and offers both fee and commission based financial planning.
also enjoys fly fishing, exercise and skiing in the beautiful Colorado Rockies.
James H. Morgan, is a Certified Financial Planner™, Investment Manager as well as an Attorney, with significant experience in helping clients plan for retirement, implement their investment plans and discover money management.
While working as an Elder Law Attorney, Jim recognized a need in the financial advisor industry.
decided to establish a financial planning firm that brought his
broad and extensive experience to the public.
The unique company of Holistic Family Asset Planning
Jim's education and experience allow him to provide broad based and thorough personal financial planning.
He is an Investment Advisor Representative and Registered Representative, a member of the Financial Planning Association and Market Technicians Association and offers both fee and commission based financial planning.
Jim is also an Estate and Elder Law Attorney, and has obtained the Masters in Tax Law from Denver University.
Outside of his
law practice and financial planning career, Jim
also enjoys fly-fishing, exercise and skiing in the beautiful Colorado Rockies.
Copyright © 2014 James H. Morgan
and Holistic Family Asset Planning™.
All rights reserved.