Alex Morrall
- Role
- Financial Advisor at Fortune Financial
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Alex Morrall
I didn’t become a financial advisor because I’m obsessed with charts and numbers. I…
Experience
Financial Advisor
Jul 2016 — Present
I help you pursue financial well-being by providing the following services: Comprehensive financial planning- To get where you want to go, you need a roadmap. Your financial plan helps you clarify your most important life goals and outlines how to use your business and money as tools to pursue what matters most and to protect what you\'ve worked hard to build. Employer-sponsored retirement plans- Structure a retirement plan for your company that aids in retaining top talent and helps you maximize your contributions for your own retirement. Risk management analysis- As a business owner you have more risk in your financial life. We analyze your risk exposure in your life and business and help you to mitigate unnecessary risk and shop cost-effective protections. Investment management- We help you structure a diversified investment portfolio that can help with meeting your long-term financial objectives. In addition, we can incorporate principles of responsible investing into your portfolio if desired. Responsible investment is an approach to investing that aims to incorporate environmental, social, and governance (ESG) factors into investment decisions, to better manage risk and generate sustainable, long-term returns.
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