01. About Us

We are dedicated to providing strategic wealth planning that is geared towards you specific financial goals and objectives. Simply put, we strive to be our client’s trusted financial professional.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is a great way to create a more financially secure plan. It is crucial to create an investment plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Your Advisor

Rick Morris

Ricky Morris

Financial Professional

Ricky Morris Financial Services has built its reputation on one core philosophy: Your investment goals are our most important priority. Together we build a customized wealth strategy to take the mystery out of investing, manage risk, prepare for retirement, and preserve your wealth.

In a constantly changing global economy, a good wealth strategy is just the first step. We take a dynamic approach to investment planning to help ensure your investments are properly aligned with your life objectives.

Ricky Morris Financial Services focuses on keeping your wealth strategy on track and at the end of the day, these assets represent the foundation to your future, and it is our role to assist you in building a solid structure.

Registered to offer securities in the following states: SC,NE,KS,CO,CA.

Dave Ramsey – Take Control Of Your Money!

 

I am honored to be part of Dave Ramsey’s SmartVestor program.

Our Services

 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
 

Estate Planning

For some people, retirement planning is mainly concerned with how to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.

We provide guidance for individuals and families, providing investment planning, and retirement planning services.