Contact Information

Total Benefit Services, Inc., is a wealth management and estate planning firm serving the needs of investors in the Lubbock Region for over thirty five years. 

Michael A. Morgan, President and Founder built Total Benefit Services, Inc. on the concept of helping individuals of all income and wealth levels to identify their long term financial goals and to assist them in developing comprehensive plans to help achieve those goals. 

We practice good old fashioned customer services providing personalized one-on-one assistance and customized solutions tailor-made to your individual or company needs.

Investments and Advisory services offered through H. Beck, Inc., member FINRA/SIPC. Total Benefit Services, Inc. and H. Beck, Inc. are unaffiliated.

Offering Advice Since

1969

Areas of Specialty

Comprehensive financial planning
Retirement planning 
Estate planning
Insurance

Licenses, Certifications, Education, and Affiliations

Designations: CPC, ChFC
Insurance Licenses:   Life
Security Licenses:   Series 7
Investment Advisor Registration:  Yes

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

H. Beck, Inc.

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