My name is Jeshua Morgan. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I work with individuals across the country to find ways to generate more retirement income and explore how to grow and protect their money securely during these turbulent times.
Despite current market volatility and an elevated interest-rate environment, there are still strategies you can implement right now to ensure you don’t run out of income—while also keeping your money securely protected from future market downturns.
While most financial advisors are happy to offer investment tips and portfolio growth opportunities, few truly understand how to convert your savings into long-term, sustainable income—while protecting your money—so you can spend with confidence in retirement.
I’ve spent nearly 20 years in the financial services industry, and my motivation has always been simple: to help people find peace of mind in uncertain times and create a plan that ensures they never run out of money. Throughout my career, I’ve had the privilege of working with a wide range of clients, including teachers, farmers, federal employees, business owners, and families across generations. What excites me most is connecting with people I genuinely enjoy working with and offering solutions that truly fit their lives and goals.
I studied General and Health Science at both Ball State and Anderson Universities, graduating in 2002. My educational background provided a strong foundation, but my real growth came from identifying where many financial plans fall short—especially in income planning, long-term care, and tax-free retirement options. That’s why I focus on annuities, Medicare, life insurance, and retirement strategies that prioritize safety and lifetime income. I believe clients deserve clarity, confidence, and options that support their lifestyle both now and into the future.
Outside of work, I’m a proud husband and father. I love traveling with my family, supporting my teenage son in AAU basketball, and watching my daughter express her joy through dance. We spend time making new memories, hosting family holidays, and enjoying the little things—like being outside doing yard work or staying grounded through our faith and church community. My goal in life is to be the best man of faith, husband, father, and provider I can be—and to raise my kids to become great adults. As I always say, “If it’s important, you’ll find a way… if not, you’ll find an excuse.”
I reside in Indiana, and while my office is located in Springport, I work with clients throughout the United States. Through our advanced technology systems, we can meet “face-to-face” virtually, share computer screens, and stay on the “same page.” This allows you to see firsthand how various income strategies may support your specific retirement goals.
I do my best to take the mystery out of annuities by answering the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone or virtually, so you don’t need to leave your home or visit my office.
Feel free to reach out if you’re looking for retirement planning guidance or annuity recommendations to help you reach your retirement goals.
Sincerely,
Jeshua Morgan
