David H. Morgan- Financial Advisor Jacksonville, FL

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About David H. Morgan

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation

Estate Tax Limitation or Reduction

Wealth and Estate Transfer Planning

Individual and Family Trust Planning

Planning for Disability or Incompetence

Capital Gains Tax Reduction

Reduction of Taxes on Social Security Benefits

Income Tax Reduction and Increasing Spendable Income

Seminars Specializing in Estate, Income, Financial & Tax

Advisory Issues

Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA, Honors - Political Science & History

Indiana University
1974 -1978

Overseas Scholar - Economics, Social Sciences

Polytechnic of Central London (Westminster)
1976 -1977

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1872282/paladinregistry-R.E.A.P.,-Llc-detailed-disclosure.html

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Paladin Research Report For:

David H. Morgan

R.E.A.P., Llc