The Emerson-Loveless Group at Morgan Stanley helps to take the guess work out of investment planning. We break down the details so our clients can understand their investment plan and take time to focus on the other important things in life. Here's who we're passionate about working with: FAMILIES- Planning for retirement, or even dreaming of retirement? Planning for college, x2? Prioritizing your financial goals? We can help you get on track. You only want to retire once, why wing it? BUSINESS OWNERS- Not sure which qualified retirement plan is right for you and/or employees? Thinking of selling and want assistance valuing your business? NON PROFIT ORGANIZATIONS- Not sure how your endowment is performing compared to risk? Would like a fresh set of eyes to look at the portfolio? Please contact Will by e-mail Will.Loveless@MorganStanley.com or by phone 336-721-4901 