Strategies For Achieving Lifetime Goals

R H Morris Insurance and Financial Services assists owners of closely held businesses in planning effective strategies for transitioning from active ownership to retirement and maximizing the rewards of their life's work. Our trademarked COPE process will assist you in Clarifying your objectives, Organizing your resources and opportunities, Planning your strategies, and Executing your plan.

Roger H Morris, CLU, ChFC has worked with owners of closely held businesses for more than twenty five years in the areas of executive compensation, retirement, business succession, and estate planning. His membership in The Nautilus Group and Business Enterprise Institute provide him with extraordinary professional support in assisting business owners to plan effective exit strategies.

Our high touch client service is anchored in solid professional services, which include:

Professional Services

R H Morris Insurance and Financial Services is strategically positioned to guide and assist you through your most important transitions. With more than thirty five years of experience, our focus on retirement, business succession and estate planning provides a valuable resource to our clients in successfully negotiating the challenges of major change.

Successful transitions require careful management from beginning to end. Many of our clients have received excellent advice from professional advisors but found that somehow the goal was never achieved.

Our trademarked COPE process will assist you in Clarifying your objectives, Organizing your resources and opportunities, Planning your strategies, and Executing your plan. Our membership in The Nautilus Group provides access to professionals in law, taxation and accounting to assist you and your advisors in successfully completing your transitions and accomplishing your objectives.*

Our Wealth Management Solution is a state of the art interactive collaborative planning platform that allows us to work with you and your other trusted advisors using real time data. All of your account information and documents are available at your fingertips. Extensive analysis and reporting capability can insure that your plans are on track

Our process is driven by the belief that all good planning must be personalized and strategies and tactics must be based on enduring and universal principles. And of course, we are committed to the highest standards of confidentiality and service.

Neither RH Morris Insurance and Financial Services nor The Nautilus Group may offer tax, legal or accounting advice.

Roger H Morris, CLU, ChFC is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License No.0594623), CO, MT & TX. No insurance business may be conducted outside these states referenced.

Roger H Morris, CLU, ChFC is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

RH Morris Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Roger H Morris, CLU, ChFC is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in CA.