About Us Our mission at Morrison Wealth Management is "to inspire clients in making informed financial decisions through education, communication, and service that exceeds their expectations." When it comes to financial, retirement, or wealth management and putting your money in the hands of another person, we understand that trust building is of the utmost importance. Our Philosophy Part of what makes our firm distinguished is our dedication to delivering trust, transparency, and accountability. The words serve as an inspiration for everyone here at Morrison Wealth Management. We use a strategic approach to asset management combined with insights into each clients unique situation, thoughtful attention to their personal needs and flawless execution of inspiring our clients in making informed decisions. We are dedicated to inspire our clients to "live your life by design, not default."
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mike Heidtbrink is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Santee, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
As a financial advisor over the last twenty-three years, Cristinha Furtado has helped people navigate through life's transformations including retirement, divorce, estate, and inheritance planning. She noticed as her clients neared retirement or retired, it was common that one of their elderly parents required assistance. Sometimes a sudden medical crisis struck. Other times a cognitive disease like dementia or Alzheimers took its agonizing toll requiring caretaking costs that compromised the financial security of both parent and child. For this reason, Ms. Furtado made it her mission to specialize in providing financial strategies to families facing an elder-care crisis that want to optimize resources, reduce asset depletion and avoid risk.
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