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Steve Morris
Investment Adviser Representative
OFFICE: 770.596.2644

MOBILE: 770.596.2644

FAX: 1-678-861-5043


SERVICE AREA:
Georgia
OFFICE LOCATION
Offices in Georgia and Tennessee


HOURS
By Appointment
CONNECT WITH ME:
Welcome

Thank you for visiting my website.  Our focus is working with "boomers" who are nearing retirement or early in their retirements and are questioning what their futures will look like 25, 30 or more years down the road. Will they be enjoying the lifestyle they wanted? Are they able to meet higher healthcare costs? What about unexpected long term care costs? Is that desire to leave a lasting legacy to your children, grandchildren or worthy charity a vanishing dream? Add to the equation future taxes, inflation, a volatile stock market, the insecurity of Social Security and Medicare and you have the ingredients for a "not so golden" retirement. Developing a comprehensive plan to make your retirement money last a lifetime is the key to achieving your financial goals and objectives and addressing life's uncertainties  .  Allow us to  create your custom plan to make sure you won't run out of money before you run out of time.

Areas of Focus
  • Planning & investing for retirement
  • Retirement income strategies
  • Wealth preservation
  • Tax-efficient wealth accumulation
  • IRA/401K planning
  • Investment advice and management
Interests & Community Participation
  • College sports fan
  • Upland bird hunting
  • Boy Scouts of America
Experience
  • Fellowship of Fiduciary Education
  • Investment Adviser Representative with Royal Fund Management
Education

Bachelor of Science - University of Missouri - Columbia

 

Royal Fund Management Office
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