Kyle Morgan

My name is Kyle Morgan. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

With over 15 years of experience leading and coaching individuals and teams, I’ve always had a passion for helping people reach their goals. I love building lasting relationships with my clients and that has made me successful as a Financial Advisor and Coach.

I studied Business Administration, specializing in Marketing and Communications, at Mars Hill University. I’ve worked in sales and marketing roles in the beverage and hospitality industry across the United States.

One of my guiding principles is to “plan for income, hope for growth.” My main life goal is to help clients feel confident in retirement and understand how their investments generate the income they need. My expertise lies in guiding clients toward income planning, ensuring they have a steady income in any market. I entered the annuity industry because I believe in securing a stable financial future.

Outside of work, I love music, cooking, beverages, and travel. I call Charlotte, North Carolina, home, where I live with my wife Brooke and our three children: Graycen, Tucker, and Annie Kate.

I reside in North Carolina, and even though my office is physically located in Charlotte, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Kyle Morgan