More Sharing ServicesShare | Share on email Share on print
The Morris Financial Network

We Strategically Position People For a Sound Financial Future


 


Understand & Take Control

Wouldn't it be great to look at every aspect of your financial framework and understand exactly how it affects you and your financial situation?  At The Morris Financial Network we analyze your entire financial situation, design the most suitable strategy, and help guide you to reach your financial goals.  We give you what you want by listening to you! Then we design your financial architecture to fit your lifestyle or the lifestyle you dream of. 

How & Why we are different? It all starts by getting you to recognize or better yet, "FEEL" the difference when you meet with us....We are here for YOU! We listen and ask the most relevant questions so we can make written statements back to you. We will understand your essential needs, concerns, dreams, and expectations.

 



We Help People


  • We focus on YOUR results
  • We model your strategy upfront for you to see, measure & monitor it.
  • We will fix it for you (it is never too late to restructure your financial framework)
  • We Serve You



Do You Want:


  • Help achieving tax effiency
  • Help protect your assets
  • Help achieve a more secure retirement



This is what we are concerned about. We want you to understand that money is a resource and if used correctly you can help build a brighter financial future.


 

C.Wesley Morris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states AL, FL, GA, NC, SC, TN, & VA.



C.Wesley Morris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of  TN, FL, NC & VA. No offers may be made or accepted from any resident outside the specific states referenced. "The Morris Financial Network" is not owned or operated by NYLIFE Securities LLC or its affiliates.  The Morris Financial Network, nor New York Life or its affiliates provide tax or legal advice.  Please consult your tax or legal professional regarding your particular situation.

C. Wesley Morris is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

 

 

 



 
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →