Coming Up Roses

 

While a lot has changed over the years, some things remain the same—like strength, honor, passion and tradition. These are values embodied by every team that's made it to Pasadena. And since 1857, these values have been the hallmark of Northwestern Mutual. For nearly 160 years, we've worked side by side with our clients so they reach their full financial potential. We're proud to serve our clients and help them achieve greatness.

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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.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Tom Morris, CFP®, MBA

Financial Representative

Coming Up Roses

This year, Northwestern Mutual is a proud partner of the 2015 Rose Bowl.

Like the champions who take the field on January 1st, we celebrate the strength, honor, passion and tradition that inspires greatness.

Learn more about Northwestern Mutual and the Rose Bowl

New Retirement Webcast Replay – View Now

One of the most significant risks to your retirement savings is often overlooked. Is your plan protected? Watch our latest webcast, The Retirement Wild Card That Can Derail Your Plan, to find out.

View Now

Do you know the six biggest risks to a secure retirement and how to plan for them?