How We Serve

Being a leader in the Financial Services industry means continually striving for improvement. To keep pace with clients' needs, Morris Financial Inc. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

Wes Headshot

 

Practice Areas of Emphasis

Retirement Planning
Retirement Distribution Strategies
Personal Savings and Investment Options
Guaranteed Lifetime Income2
Retirement Income Options

Estate Planning
Trust Funding
Wealth Preservation
Estate Distribution Methods
Reducing Estate Taxes
Gifting

Investments1
Investment Goals
Sources of Investment Risk
Investment Approaches
Diversification

Life Insurance Planning
Buy/Sell Funding
Business Succession
Advanced Asset Protection
Income Replacement
Salary Continuation
Deferred Compensation

 

 

1Offered as a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency

 

2Refers to fixed annuity products. Guarantee based on the claims paying ability of the issuer.

Calculators

More Calculators

Newsletters

  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

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