skip navigation

Pm Paul D.J. Morgis, CFP®, Ch FC, MBA
CERTIFIED FINANCIAL PLANNER™ professional

Managing Financial Success
Insurances, Investments, Benefits, Estate Preservation, Financial Planning

Contact Us

Pm Paul D.J. Morgis, CFP®, Ch FC, MBA CERTIFIED FINANCIAL PLANNER™ professional
1700 South Florida Ave. Floor 2
Lakeland, FL 33803
Phone: 863-603-7081
Fax: 863-686-2769
pmorgis@pfginc.com
Map and Directions
  • Home
  • About Us
    • Our Firm
    • Our Location
    • Our Services
    • Our Qualifications
    • Ask for our CD's on various topics
    • Questions to Ask
    • Practice Details
    • Marks of Quality
    • CFP® Professional
    • Featured Links
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Videos
  • Request A Quote
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
  • Contact Us
  • 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

About Us

  • Our Firm
  • Our Location
  • Our Services
  • Our Qualifications
  • Ask for our CD's on various topics
  • Questions to Ask
  • Practice Details
  • Marks of Quality
  • CFP® Professional
  • Featured Links
  • Tell A Friend

About Us

  • Our Firm
  • Our Location
  • Our Services
  • Our Qualifications
  • Ask for our CD's on various topics
  • Questions to Ask
  • Practice Details
  • Marks of Quality
  • CFP® Professional
  • Featured Links
  • Tell A Friend

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

Contact Us

Pm Paul D.J. Morgis, CFP®, Ch FC, MBA CERTIFIED FINANCIAL PLANNER™ professional
1700 South Florida Ave. Floor 2
Lakeland, FL 33803
Phone: 863-603-7081
Fax: 863-686-2769
pmorgis@pfginc.com
Map and Directions

Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.



 

863-603-7081   Fax: 863-686-2769

Toll Free: 866-502-2800

 

[ Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | www.ceteraadvisornetworks.com ]



  • Site Map