Phillip Morgan, CPA joined Forum Financial Management in 2018 as a Financial Advisor. Phillip is also a CPA at Forrester | Morgan, PC, where he provides proactive tax planning, compliance and consulting services to a diverse group of clients. He is a veteran of the armed forces, serving as a sergeant in the United States Army. During his enlistment, he was highly awarded and received numerous accolades for his honorable service.
With a holistic approach using traditional tax and wealth planning services, Phillip has worked with families, company executives and business owners to help them reach their financial goals.
Phillip is a member of the American Institute of Certified Public Accountants as well as several local community and civic organizations. He earned his MBA with concentrations in accounting and communications from Dallas Baptist University. Phillip also earned a master’s degree and a bachelor’s degree in accounting from Liberty University in Lynchburg, Virginia.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.