Broker Check

Jeffrey P Morand. RFC

We create strategies that are tailored to address your needs and goals.

J P Morand & Company Education

Forms & Flyers

Please review and complete before our first meeting.



Have a Question? Would you like to attend one of our college classes?

Name
Email
Message
Thank you!
Oops!

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
Learn More

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.
Learn More