Business Details
Your Trusted Partner for Comprehensive Financial Planning
Munn & Morris Financial Advisors is a team of highly skilled financial professionals with over 75 years of collective experience dedicated to helping individuals achieve their retirement goals. Our approach combines a proprietary Dynamic Allocation Investment Process with personalized financial planning tailored to clients' unique risk tolerances and life stages. We emphasize asset allocation, rebalancing, and relative strength strategies to build tax-efficient, diversified portfolios. Our advisors specialize in addressing challenges across life stages, including career transitions, healthcare planning, and legacy management. We coordinate with clients' CPAs, attorneys, and insurance professionals to ensure cohesive financial strategies.With CFP-certified advisors and a focus on client education, we provide scheduled reviews, progress tracking, and proactive adjustments to retirement plans. Our Dallas-based team serves clients across 27 U.S. states and 3 countries, offering a structured, emotion-free approach to wealth management. Through monthly newsletters, webinars, and an online client portal, we maintain transparent communication about portfolio performance and financial planning updates. We adhere to strict ethical standards and maintain FINRA/SIPC memberships for investor protection. Our services cater to individuals seeking disciplined, long-term financial solutions for retirement and intergenerational wealth transfer.
Services
Retirement Planning
Investment Planning
Life Planning
Estate Planning
Tax Planning
Healthcare Planning
College Funding
Wealth Transfer
Portfolio Management
Market Analysis
Highlights and features
- 75+ years of combined experience in retirement financial planning
- Proprietary Dynamic Allocation Investment Process with risk management features
- CFP-certified advisors committed to ethical standards and continuing education
- Integrated approach coordinating tax, legal, and insurance professionals
- Transparent communication through client portal and educational resources
Associations and certifications
- CFP Board of Standards Center for Financial Planning, Inc.
- FINRA
- SIPC
Services
Retirement Planning
Our retirement planning service analyzes your financial situation to create a personalized strategy for sustainable income throughout retirement. We use Monte Carlo analysis to assess probability of success, coordinate with tax and legal professionals, and implement tactical adjustments through our Dynamic Allocation Investment Process. Our approach considers healthcare costs, Social Security optimization, and legacy planning needs.
Investment Planning
We develop customized investment solutions combining asset allocation, rebalancing, and relative strength strategies. Our proprietary Dynamic Allocation Process reduces market risk through tactical adjustments while maintaining tax-efficient growth potential. We monitor portfolios for target allocation deviations and rebalance annually to preserve investment objectives for both retirement and non-retirement accounts.
Estate Planning
Our estate planning services help preserve wealth for future generations while minimizing tax liabilities. We coordinate with legal professionals to implement trust structures, analyze generation-skipping transfer tax implications, and develop charitable giving strategies. The service covers beneficiary designations, will execution, and intergenerational wealth transfer mechanisms including 529 plans and custodial accounts.
Life Planning
We address financial challenges during major life events through specialized strategies for divorce, career changes, healthcare needs, and family expansions. Our advisors help clients update financial plans for changing circumstances, coordinate executor responsibilities during bereavement, and create post-divorce budgets while maintaining long-term retirement objectives.
Tax Planning
Our tax planning service integrates with investment and retirement strategies to minimize liabilities through coordinated timing of distributions, tax-loss harvesting, and proper account selection. We analyze state and federal implications of financial decisions, optimize retirement account conversions, and implement tax-efficient withdrawal strategies for retirees across multiple income sources.
People
Irv Munn
President
CFP-certified President with extensive experience in developing retirement strategies and leading financial planning teams. Specializes in coordinating multidisciplinary approaches to client financial management.
Roy Gray
Vice President
Certified Financial Planner and Southern Methodist University instructor with expertise in financial education and retirement income planning strategies for business owners.
Anthony Cassavechia
Financial Advisor
CFP professional focusing on investment management and portfolio construction using proprietary risk management frameworks for long-term wealth preservation.
Katie Loyet
Financial Advisor
Certified financial planner specializing in life-stage planning for young professionals and pre-retirees through customized asset allocation strategies.
Grant Rosen
Associate Financial Advisor
Supports senior advisors in implementing client financial plans with focus on portfolio rebalancing and relative strength investment strategies.
Questions
What distinguishes CFP professionals from other financial advisors?
CFP professionals like our team members complete rigorous education requirements, pass comprehensive exams, maintain years of experience, and adhere to strict ethical standards set by CFP Board.
How does Munn Gray manage investment risk?
We use our proprietary Dynamic Allocation Investment Process combining asset allocation, rebalancing, and relative strength analysis to reduce market volatility exposure.
What services do you offer for retirement planning?
Our retirement services cover income planning, Social Security optimization, healthcare cost forecasting, and sustainable withdrawal strategies tailored to individual risk tolerances.
How often do you review financial plans?
We schedule periodic reviews at client-chosen frequencies, typically annually for portfolio rebalancing and semi-annual check-ins focusing on specific financial life aspects.
Do you coordinate with other financial professionals?
Yes, we act as financial quarterbacks coordinating with clients' CPAs, estate attorneys, and insurance professionals for comprehensive wealth management.
Where do you serve clients?
Our Dallas-based team serves clients across 27 U.S. states and three international locations through personalized digital communication tools.
Reviews (1)
Susan Rogers
Mar 02, 2021
Report
Positive:Professionalism,Responsiveness
Jeff Kort with Munn & Morris has a wealth of knowledge for anyone planning for retirement. He cares about his clients, and takes his fiduciary responsibility very seriously. Jeff is able to explain complex financial decisions in a way that everyone can understand. I highly recommend Jeff Kort and Munn & Morris Financial Advisors.
Jeff Kort with Munn & Morris has a wealth of knowledge for anyone planning for retirement. He cares about his clients, and takes his fiduciary responsibility very seriously. Jeff is able to explain complex financial decisions in a way that everyone can understand. I highly recommend Jeff Kort and Munn & Morris Financial Advisors.
