Traditional planning ends at formulas and mathematical conclusions. Master planning that starts with Values-Based Financial Planning™ coaches clients along the path toward their goals, supported by core values that are unique to each individual.” – Chuck Morgan
In 2007, the team at Chuck Morgan Inc. found a home in a community dedicated to Values-Based Financial Planning™: The Cambridge Legacy Group. This move inspired a re-dedication to ensure the company delivers the sophistication and true professionalism critical to the benefit of its clients.
The refresh started with a new name: Morgan Legacy Trust. To lead by example, and define the mission of Morgan Legacy Trust, our statement of purpose is expressed in these four words: “Because life has purpose.” These words convey the importance of assigning goals to every aspect of your life. A discipline Morgan Legacy Trust practices every day with its clients.
With the help of Bachrach and Associates (www.baivbfp.com), Chuck Morgan and his team have evolved into the Trusted Advisors they are today. From being a well-known speaker, author, and educator, Chuck now leads his team to help you make wise choices about your time and money. When you plan with Morgan Legacy Trust, results are measured by quality of life now, not just goals achieved in the future.
A native of Citrus County, Florida, Chuck earned bachelor’s degrees in philosophy and communication from Wheaton College in Illinois (1975), later earning his MBA from Boston University (1979). After his career in mergers and acquisitions, Chuck graduated from the College for Financial Planning (1993) and was recently (2004) certified as a Certified Senior Advisor (CSA).
Below are his pride and joy: Carol, his wife of 19 years, and his sons, Dillon (13) and Grant (10).
