Tom Morris

Background

About Tom Morris

I help clients get clear about what they want from life, and help them make it happen. Retirement looks different for everyone, and creating a plan isn't "one-size-fits-all." Each person we work with has unique dreams, goals, objectives, and ambitions. What does your amazing future hold? • Perhaps your goal is to live fully and well. Vacations, hobbies, that dream house at the beach-you worked hard for this moment. •Perhaps the goal is to pass on a legacy. You want to focus on the people and causes that matter most, and to take positive action. •Perhaps you have built a successful business, but it's time to plan for the future. How do you protect what you've built and secure it for the next generation? •Perhaps your goal is to simply be confident your financial approach and strategies will serve you well for a lifetime, not just the next month or year. You want to protect yourself from the risks that could turn your happy retirement plans into burnt toast. What I do looks-and feels-different from the planning you may have already done. 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. However, 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. If you are curious about my approach or simply want to get some feedback on your planning so far, I look forward to having a conversation. Ready To Talk? Please message me on LinkedIn or contact me: tom.morris@nm.com 919-401-0331 Schedule a time to speak with me directly here: https://bit.ly/319aXWh