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

Wealth Management Advisor

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.

 

 



Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

Learn More>

 

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