We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our mission is to gain a complete understanding of your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.
The team at Total Benefit Services is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
As the president of Total Benefit Services, Mike Morgan has been helping clients in the greater Fort Worth area work toward their retirement dreams through well-thought-out strategies for retirement income since 1983.
Mike assists people from all walks of life and all income and wealth levels to achieve what we all want — a more financially successful retirement and the accurate information, planning and tools we all need to build a strategy to achieve that goal.
Mike holds a Series 65 securities registration as well as insurance licenses in Texas, New Mexico and Louisiana. In addition, he has earned the Chartered Financial Consultant designation. He has a Bachelor of Business Administration degree from Texas Tech University.
A proud member of the Fort Worth Chamber of Commerce, Mike lives in North Richland Hills, Texas, and enjoys hunting and fishing in his free time.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 806-790-5071 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Securities offered through TCM Securities, Inc. Members FINRA – SIPC
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.