The Myhre Hogan Group at Morgan Stanley

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The Myhre Hogan Group

OUR MISSION STATEMENT

Retirement isn't an event; it's a long-term life stage that requires planning and foresight. Myhre Hogan Group helps clients not only get to retirement, but also to proceed through it successfully.

Our Story and Services

Welcome

The Myhre Hogan Group focuses on retirement. Not just helping clients get to retirement, but also to proceed through it successfully. Retirement isn’t an event; it’s a long-term life stage that requires planning and foresight. We believe in a dynamic approach to wealth management both before and after you’ve retired. Our goal is for you to have the money you need not just on the first day of retirement, but also on the last.

Services Include

  • Retirement Planning
  • Estate Planning Strategies
  • Endowments and Foundations
  • Philanthropic Services
  • Sustainable Investing


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

Thinking about and planning for retirement....

What we will do for you


We cannot say what your plan will look like if we are fortunate enough to earn your business. But we can say that the plan we create for you will be influenced by factors such as:

What are your
current assets? Are they realistically sufficient to cover your entire retirement?
What are your spending needs? How might they change?
Do you want money “left over?” Do you intend to provide for children or grandchildren, or to support a philanthropic effort?
What is your health status? Health expenses are a major priority for retirement spending. What can we infer about yours?

Considering all that, what is an appropriate goal?
In any situation, it’s impossible to properly create a strategy without knowing what objective you are aiming to reach. This is a complex, difficult but absolutely crucial question to answer.

Which method of generating retirement income will drive your strategy?
We use the terms like  “draw rate,” “income only” and “bucket method” to describe strategies to allocate assets and generate income.

These are important questions, ones that require serious thought (do you really want to determine your retirement goal by taking a quick online quiz?). At the Myhre Hogan Group, that’s what we do with each client we work with.

Experience

Experience

John O. Myhre
Vice President
Financial Advisor
Financial Planning Specialist


Professional Details

1996 - present: Morgan Stanley

1981 - 1987: E. F. Hutton

Series 7 - General Securities Representative

Series 66 - Combined Investment Advisory Agent & Uniform State Exam

Life, Annuity and Health Insurance Licensed

B.A. Middlebury College, 1978

M.S.A. - Business, 1989

St. Michael's College

Current or Past President or Chair
Porter Medical Center
Helen Porter Nursing Home
Town of Middlebury Select Board

Current Board Member
EastView at Middlebury
Co-operative Insurance Companies



Danielle A. Hogan, RICP®
Vice President
Financial Advisor

Professional Details

1988 - present: Morgan Stanley

RICP® Retirement Income Certified Professional

Series 7 - General Securities Representative

Series 63 - Uniform State Exam

Series 65 - Investment Advisory Agent

Series 31 - Managed Futures & Commodities

Life, Annuity & Health Insurance Licensed


Current Board Member
Cancer Patient Support Foundation

Events

Events

2018 Vermont Go Red for Women. Two shout-outs from Morgan Stanley ... Event Co-Chair, Julie Braun - your story will save lives and Carla Harris - your "Pearls" are precious! #goredvt @carlaannharris

VT Go Red Event.jpg

Meet The Myhre Hogan Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Myhre Hogan Group today.

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