About Us

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

THE MORRIS FINANCIAL NETWORK MISSION STATEMENT:

Our Mission is to provide client-centered service with honesty and integrity. A practice that serves our clients with the highest standard of ethics, knowledge, and productivity. We are committed to serving our clients by putting in place financial and insurance strategies and estate planning that crosses more than one generation.

PRACTICE AREAS OF EMPHASIS:

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

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

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

 Investment Planning * Investment Goals * Sources of Investment Risk * Investment Approaches * Diversification

Offered by NYLIFE Securities LLC (Member FINRA/SIPC)

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

The Morris Financial Network does not provide tax, legal, or accounting advice. Please consult your own professionals for tax, legal, and accounting advice.