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It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Let us help you take control

It is important to feel you have control over your future. At Total Benefit Services, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no-obligation Customer Care Needs Analysis! Call us at 806-790-5071 or connect with us online at mmorgan@tbsretirementplanning.net.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path toward owning your tomorrows.

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Contact Us

Phone: 806-790-5071

Email: mmorgan@tbsretirementplanning.net

Location
1600 Airport Freeway
342
Bedford, TX 76022

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Securities offered through TCM Securities, Inc. Members FINRASIPC

Investment advice is offered through Triumph Wealth Advisors, Inc., an SEC Registered Investment Adviser.

Insurance products, including annuities, are offered through Michael A. Morgan, a licensed insurance agent in the states of Texas and New Mexico.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Fixed index annuities and fixed annuities are generally considered to be long-term retirement planning products. They are intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed annuity is not a registered security or stock market investment and does not participate directly in any stock or equity investment or index. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the United States. All guarantees are solely backed by the financial strength and claims-paying ability of the issuing insurance company. Please note the application of surrender charges could result in a loss of principal, the minimum guaranteed return may be 0 percent, and interest earned based on market increases may be capped. The guaranteed account value of a fixed index annuity only applies if the annuity is held until the end of the contract term and loss of principal is possible if the annuity is surrendered before the end of the contract term. Insurance products, including annuities, are offered by Michael A. Morgan, a licensed insurance agent in the state of Texas.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.