Resources

The Process

 Roger’s trademarked COPE planning process allows us to get to know you and your family, business and community goals and create a customized plan based on your objectives.

 

The Nautilus Group

Through his membership in the Nautilus Group, Roger has access to professionals in tax, law, life insurance, accounting, and charitable giving to assist you and your advisors in successfully planning and accomplishing your objectives.

 

Eagle Strategies, LLC

As an Investment Advisor Representative (IAR) of Eagle Strategies, LLC Eagle Strategies, Roger receives professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs.

 

 Lifetime Wealth PortfoliosSM

Lifetime Wealth PortfoliosSM (LWP) is a comprehensive investment management service offered through Eagle Strategies, LLC that includes objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, and quality insurance coverage. LWP marks a unique advance in wealth management by bringing together Ibbotson Associates' pioneering expertise in human capital and risk tolerance based portfolio assignment, Morningstar Inc's extensive mutual fund research data, Eagle Strategies LLC's innovative approach to insurance product selection, and rigorous investment management provided by various sub-advisers. The result of this holistic approach is a tailored solution to meet your individual needs and maximize the value of your investments over your entire lifetime.

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

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