Morrison Financial Services, Ltd.Morrison Financial Services, Ltd. was established with the objective of providing sound broad-based financial advice (including tax, insurance, and investment services) for both individuals and small businesses. No matter what your income or net worth, our objective is to provide “hands on” financial guidance that will cause your net worth to grow over time with the ultimate goal of financial independence, and to provide guidance during the living-off-your-assets stage of life.
Our Commitment
Our Principle
We are committed to assisting you in making sound financial and investment decisions. We maintain high standards of technical competence (through on-going continuing education) and integrity in addition to providing a personal service which is trustworthy, friendly, and courteous.
Developing trust between individuals and their financial advisor is very important. We aim to earn your trust by providing detailed explanations about your financial situation and assisting you in understanding the issues you are facing as we believe this understanding is vital to successfully making prudent financial decisions. We will provide honest, straight forward responses to your concerns.
If you have any questions about your current financial situation or wish to schedule an initial get-acquainted (no charge) appointment, send us an email or call us at 630.752.1155.
Our Team
Tom has been providing financial services in one form or another since the early
1970’s. Prior to establishing Morrison Financial Services in 1983, Tom held positions
in an international CPA firm and provided financial, accounting and tax advice for
several smaller businesses. Tom also served as a trustee of a corporate
retirement plan for which he provided investment advice and direction. Tom’s passion
to assist others with the knowledge learned during this time led him to establish his
own firm.
Karma has been with Morrison Financial Services providing financial advice since she
graduated from
Karma is self-motivated and earned her CFP® certificate in 2005. Tom and Karma
work jointly with all aspects of client servicing and she prepares all income taxes for
the firm. Basically, Karma is a primary individual to get things accomplished for the
firm.
Karma is married to Nick who is in medical school, lives in Bartlett and is the proud
mother of three young children.
When you contact our office, Terry is typically the first person to greet you. Terry is
our client service associate and all-around assistant with the firm’s day-to-day needs.
Terry has been with Morrison Financial Services since the Fall of 2007.
Terry is married to Bob, lives in