Meet Wes

* Wes is married to Jeannine for 21 years & they have three boys; Charlie 17, Tommy 14, & Jimmy 10

* The Morris' are members of Glen Alpine United Methodist Church

* Member of National Association of Insurance & Financial Advisors

* Qualifying Member of the Million Dollar Round Table since 2002

*  Wes serves on the Board of Directors of the Second Harvest Food Bank of NE Tennessee

*  Wes works with Business Owners, Executives, Educators, pre-retirees and retirees to prepare for a better future. 

Wes invests time in fulfilling the financial potential of his clients. He builds a relationship of trust to foster the leadership that helps each client find and implement insurance & retirement strategies. Wes can help you design and create a retirement strategy individually tailored for your needs, monitoring it closely as your needs change.

* Your Retirement Advocate & Asset Protection Professional  assists people in the following basic three phases of lifetime planning:

The Accumulation Phase - "Will I have enough?" Because this phase usually ends in retirement it is of predictable duration and therefore can be planned for with specific goals and investment objectives.

The Distribution Phase - "Will the money last?" This phase is the least predictable as to duration, but we know it is lengthening rapidly. Eldercare considerations have a very important role in this phase.

The Transfer Phase -"How much of our wealth will reach those we love?" This phase must be planned because its timing cannot be predicted. Insuring against estate illiquidty and proper estate transfer techniques are a prime consideration.

*  Wes also spent ten (10) years as a High School and College Baseball Coach, where he accumulated several Coach of the Year recognitions. 

* Give Wes a call to help you put your Financial & Insurance "Game Plan" together.



 



Wes Morris offers investment products & services as a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency.  Neither The Norris Financial Network, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.