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James H. Morgan

Estate Planning and Business Attorney

James H. Morgan , LLC

HQ Phone:  (303) 457-9500

Direct Phone: (303) ***-****direct phone

Email: j***@***.net

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

James H. Morgan , LLC

340 East 1St Avenue Suite 250A

Broomfield, Colorado,80020

United States

Company Description

James Morgan is an elder law attorney in Denver that focuses on asset protection, living trusts and estate planning. His legal services include: business planning, estate and wills and elder law....more

Background Information

Employment History

Esq. and James Morgan LLC


Comcast Corporation


Affiliations

Financial Planning Association

Member


Market Technicians Association Inc

Member


Colorado Bar Association

Member of the Trust and Estate Section and Elder Law Section


Education

J.D.


Juris Doctorate degree

University of New Mexico


LLM


Masters

Tax Law

Denver University


Web References(50 Total References)


Elder Law Denver CO | Estate Planning | Business Planning Denver

www.jamesmorganlaw.com [cached]

Locations served by James Morgan LawJames Morgan, Esq., and James Morgan LLC, proudly serving the following Colorado Counties and Cities...
Medicaid Planning Protect your assets... James Morgan James H. Morgan, LLC


www.jimfinancial.net

James H. Morgan and Holistic Family Asset Planning™
303-457-9500 Copyright © 2014 James H. Morgan and Holistic Family Asset Planning™. All rights reserved.


www.jimfinancial.net

James H. Morgan and Holistic Family Asset Planning™
303-457-9500 James Morgan, J.D., LL.M. (Tax), CFP® Attorney and Certified Financial Planner™ Phone: 303-457-9500 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. Jim 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. He decided to establish a financial planning firm that brought his broad and extensive experience to the public. The result? 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.


www.jimfinancial.net

James H. Morgan and Holistic Family Asset Planning™
303-457-9500 James Morgan, J.D., LL.M. (Tax), CFP® Attorney and Certified Financial Planner™ Phone: 303-457-9500 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. 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.


www.jimfinancial.net

James H. Morgan and Holistic Family Asset Planning™
303-457-9500 Lead by James H. Morgan, their firm also concentrates in the areas of money management, financial planning and analysis and tax planning. Copyright © 2014 James H. Morgan and Holistic Family Asset Planning™. All rights reserved.


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