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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services

Financial planning is essential.  In working with our clientele, we assist you in understanding and integrating ever changing  tax, investment and financial aid policy. We provide our clientele an experienced integration of financial planning and asset preservation. Our experience in working with families of college bound student's over the years, Mark Morlock has developed a College Assisistance Program Coll♦Edge designed to maximize academic opportunities while striving to keep out of pocket costs to a minimum. College planning is the major hurdle parents have to face prior to retirement. Our exclusive planning combines the concerns of affording college with the goals of planning for retirement. As with many areas of financial planning, we have found that  preparation should begin sooner rather than later. By combining proper timing with comprehensive planning the opportunity to educate your children and realize your retirement  goals become possible. 


Fee Based Financial Planning 

Investment Services

Retirement Planning

College Financial Aid Planning

College Accumulation Planning

Long Term Care

Wealth Accumulation

Life Insurance

Financial Aid Forms strategies and planning assitance