We'll meet to look at your current strategy and identify areas where you may be taking on unnecessary risk. Our team will design a strategy that emphasizes protection and helps you achieve your ideal retirement. You're invited to an interactive event that will prompt you to rethink what you've been told about retirement planning.
Seats at workshops fill fast. Drawing from decades of financial experience, Sandy Morris lays out a comprehensive guide to retirement based on what you want your future to look like. Avoid missteps along the road to retirement (Psst: Some of the old rules no longer apply!). Manage "retirement paralysis" - the fear or overwhelm that often accompanies important money decisions.
Seats at workshops fill fast. Drawing from decades of financial experience, Sandy Morris lays out a comprehensive guide to retirement based on what you want your future to look like. Avoid missteps along the road to retirement (Psst: Some of the old rules no longer apply!). Manage "retirement paralysis" - the fear or overwhelm that often accompanies important money decisions.
Services
Sandy Morris Financial & Estate Planning Services, LLC is a premier retirement and investment firm in Florida. Sandy Morris, president and founder, and her team of advisors have over 20 years of combined experience helping retirees and pre-retirees in the Tampa Bay area. They have helped over 1,000 Florida families "Get Retirement Right the First Time."
At Sandy Morris Financial & Estate Planning Services, LLC, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
There's more than one turn on the path to crafting the right Medicare strategy for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up. We have partnered with the Medicare professionals at AE Medicare Solutions.
Reviews (9)
Robin Lambert
Jan 25, 2020
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Larry H.
Jan 17, 2020
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I met with Sandy Morris and was very impressed with her to the point I could have had them do my retirement portfolio.
Words are easy actions are everything. I was to receive a complete analysis of my funds along with recommendations
I will say my portfolio like most people the last nine years has done fantastic. Maybe they were intimidated by my previous success but in any event
Everything they said I would receive NEVER materialized. I talk to them they apologized but still no positive reaction
Could you imagine if I turned my portfolio over to them and they just ignored it like they did
Words are easy actions are everything. I was to receive a complete analysis of my funds along with recommendations
I will say my portfolio like most people the last nine years has done fantastic. Maybe they were intimidated by my previous success but in any event
Everything they said I would receive NEVER materialized. I talk to them they apologized but still no positive reaction
Could you imagine if I turned my portfolio over to them and they just ignored it like they did
Budi Pandapotan
Jan 03, 2020
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George Wallace
Oct 26, 2019
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We have been clients of Sandy's for several years. We have since retired ( 4 years now) and Sandy has helped us with investing in a manner that is responsive to our risk tolerance and allows us to meet our income goals during retirement. We are very pleased with the service and advice that we receive for her and her team and often recommend her to our friends.
Lori Menth
Oct 23, 2019
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Steve Menth
Oct 13, 2019
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I have been with Sandy Morris Financial for over three years now and have had an outstanding experience working with Sandy and her team. They are very responsive to my needs at and excellent price. We have had double digit returns on our investments year after year. We review our investments with Sandy on a quarterly basis to ensure our portfolio fits out personal and financial needs. I highly recommend Sandy as an adviser, she is personable and really knows the business and listens to your needs. I give her an A+.
Sheri Bennett-Styckiewicz
Oct 09, 2019
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Well we are new members of the Sandy Morris Financial Group. Frist we went to the informational dinner . I have to say we have gone to several dinners put on by many different financial advice groups . But Sandy Morris group was the only one to address how to save money on the taxes that your going to be hit with when mandatory withdrawal of IRA'S at age 70 will have to be done. In some instances depending on how much you are forced to take out it could put you in a bracket of paying up to 85 % tax on the money . Which I'm not wanting to do. So if I can avoid paying more taxes ,then that's what
Chris Altimari
Sep 17, 2019
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Sandy has been handling my portfolio for several years and I’m completely satisfied with the service I received. She worked out our retirement plan and it’s working out perfectly.
Everything we talked about was put in place and it’s turned out very positive and our retirement is going as planned.
Chris & Sharon Altimari
Everything we talked about was put in place and it’s turned out very positive and our retirement is going as planned.
Chris & Sharon Altimari
Martina Hamilton
Aug 05, 2018
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Sandy told me to leave, dismissed me, after I questioned some of the information she used in her plan for my retirement, one being my expected social security income which she inflated by several hundred dollars per month, as compared to my SS statement. Halfway through the meeting with Sandy I got a very uneasy feeling about our conversation. I believe I have dodged a bullet by not entrusting my money to her company.
