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Morgan Polson

Retirement Plan Specialist

Hello, my name is Morgan Polson and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus
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Retirement and investment planning

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Pension and Social Security benefits

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Calculating retirement income gap

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Understanding rollover options

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746

Phone: 512-600-5210 | Fax: 888-989-9247

Click here to email Morgan

 

 

 

Background

Morgan Polson is an Account Manager/Retirement Plan Specialist overseeing the West Texas Region at TCG, a HUB International company; she provides financial planning guidance to educators and government employees. Morgan is responsible for assisting employees with open enrollment, educating employees through benefit fairs and retirement seminars, and developing relationships with new districts while maintaining established relationships with existing clients. Morgan’s goal at TCG is to ensure that every participant understands how their retirement plan options work together so that they can make well informed decisions that will set them up for future success. 

Morgan graduated from Texas Tech University and is also a proud Collin College graduate. Before joining TCG, Morgan worked as a life insurance agent, a financial advisor in the private sector (where she waa Series 7/63 licensed), and as an Advisor Solutions Specialist (AE) with Trust & Will, focusing on making estate planning affordable and accessible for all. 

Morgan currently lives in Lubbock, Texas with her husband, Greg, and their 7 year old Great Pyrenees, Ellie Grace. Morgan is passionate about her faith, family, friends, Red Raider athletics, Texas country music, financial literacy, disability inclusion advocacy, fostering/adopting (both kids and pets), and making an impact wherever she can. 

Morgan’s two favorite financial wellness quotes come from Warren Buffett, who said, “Someone’s sitting in the shade today because someone planted a tree a long time ago…” as well as “The stock market is a device for transferring money from the impatient to the patient.”

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