My hopes with this site is to find an advisor or a small firm that is towards the end of their career and is looking to implement a succession plan that provides them with 1) the best value for their life's work, 2) an opportunity to pass on their industry and practice management knowledge and 3) a smooth transition for continued financial planning and asset management for their client's.
My professional vision is focused on providing overall financial planning advice and investment management while striving to provide a unique and pleasurable client experience. Providing a great client experience, superior service and ongoing communication is an important aspect of my practice. I develop customized strategies that include investment advisory accounts, annuities, brokerage products, other securities and a variety of insurances designed to achieve our clients' goals and protect their wealth.
I would love to partner with a CPA, or CPA firm, that wants a trusted financial planner and investment manager and/or to expand its offerings to include fee-based financial planning and investing.
My areas of expertise include tax-efficient retirement income strategies. I have a niche market focus on supporting upcoming ASRS pension retirees by creating a personalized pension strategy.
Succession (I am looking to be one's successor):
Geographically, I am based out of Tucson, AZ. However, I am interested in supporting a succession plan across the US. I am open to relocate, if the right succession opportunity presents itself. I am also happy to consider working with an advisor to transition their practice to an online/virtual practice.
Desired Physical Locations:
There are some cities outside of AZ that are of particular interest: Jackson Hole, WY; Durango, CO; Grand Rapids, MI. In addition, I am willing to consider all locations. My family would enjoy living somewhere green, with pine trees, mountains and all four seasons.
Please feel free to contact me if you or your firm is interested in having a brief conversation to see if we are compatible and if we can support each other's business potential. Here is a link to my calendar, if you want to schedule a phone call, please feel free to find a time that works best for you:
Thank you for viewing my profile,
Roy D. Morris, RICP®