How Big Is Your Vision?

How big is your vision and how far can you see? What does your most amazing future hold? What steps should you take today, to work toward that future?

I help clients get clear about what they want from life, and help them make it happen.

  • The goal is to live life fully and well.
  • The goal is to pass on a legacy.
  • The goal is to focus on what matters most, and to take action.
  • The goal is to be confident your financial approach and strategies will serve you well for a lifetime, not just the next month, year, or even decade.

People have a tendency to focus on the wrong things, which causes them to have a retirement full of worry and doubt, or does not allow them to spend their money comfortably.

It is not about how much you have.

It's not about your rate of return.

It's not even about how much you can keep.

It's about how much you can spend and give away.


Creating Financial Plans for Your Business and Family

I specialize in financial security planning, with a focus on retirement distribution and legacy planning. For many business owners and busy professionals, there's little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

Perhaps you've saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?

That's where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Tom Morris, CFP®, MBA, RICP®, ChFC®, CASL®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck