Since 1908 The Murphy Insurance Group has been helping families protect some of their largest investments such as their homes, autos, and businesses. In speaking with many of these families each year we learned that not only were they concerned with protecting these valuable assets, but also in dealing with some of the other challenges that life can throw at you.
In 2008 we saw a new set of challenges emerge as the stock market and global economies were sent into turmoil and massive amounts of wealth vanished in a matter of months. It was during these tumultuous times that that we realized our customers’ needs extended beyond automobiles, homes and businesses. Unfortunately we saw many cases of how not having a well thought out financial plan can lead to many of life’s goals not being achieved. For these reasons we formed The Murphy Financial Group and began helping clients with their retirement plans, college savings, life insurance and estate planning needs.
Charlie and Tim had diverse backgrounds in financial planning prior to founding The Murphy Financial Group. Charlie holds the CLU® designation and has spent the past 25 years working with families and businesses in the areas of life insurance, estate planning and wealth transfer. Tim, as a CFP® practioner, initially built his practice 20 years ago with American Express while focusing on comprehensive financial planning and investments.
Reflecting back over the past 10 years we have seen continued growth in the stock market, as well as the start of some new challenges that lie ahead. We have been fortunate to work with many new clients by helping them create a reliable income stream in retirement, saving on taxes, and developing a succession plan for their businesses to name a few. We enjoy helping our clients solve some of these complex issues and look forward to the opportunity to meet many more of you in the years to come.