My Areas of Expertise

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.
 
I specialize in financial security planning, with a focus on retirement distribution and legacy planning.
  • 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 positive action.
  • The goal is to be confident your financial approach and strategies will serve you well for a lifetime, not just the next month or year.
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. Because 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.

Over the course of my career, with my specific background and training, I have come to realize that there are four specific markets that I am uniquely qualified to work within. In addition to retirement distribution and legacy planning, I enjoy working with business owners and entrepreneurs. While I'm willing to help almost anyone, these four markets are where I can provide the most value.

Creating Financial Plans for Your Business and Family

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.

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

Wealth Management Advisor

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