Roy D. Morris, RICP

at 5151 E Broadway Blvd, Suite 1200, Tucson, 85711 United States

As a Financial Consultant, I help my clients with defining and maintaining their plans designed toward achieving their life goals.

Roy D. Morris, RICP
5151 E Broadway Blvd, Suite 1200
Tucson , AZ 85711
United States
Contact Phone
P: (520) 512-5950


A Personal Approach to Retirement Income Strategies Managing your retirement plan with an overarching strategy is critical to successfully pursuing your goals in retirement—Whether you are preparing to retire or currently in retirement, implementing a tax efficient retirement income withdrawal strategy and understanding how Social Security and Medicare will impact your plan is paramount to living the retirement lifestyle you have always envisioned. Properly managing your retirement assets requires attention to detail, technical knowledge, and discipline. It requires the knowledge of investing, insurance, taxation, and other complex retirement planning subjects. Roy D. Morris, RICP® can help you simplify the demands of managing your retirement and wealth to assist in enabling you to devote time to your business, your personal endeavors and your family. Roy D. Morris, RICP® can help you organize your assets, provide you with asset allocation strategies, insurance, along with general financial and estate planning strategies to help simplify, consolidate and integrate every aspect of your financial future. The key to successful retirement planning is selecting the right team of trusted professionals. Add Roy to your existing team of trusted professionals (i.e. CPA, Attorney, etc.). "Combining professional skill and experience with a personal approach to delivering solutions" NOTE: All messages, e-mail and other electronic individual and group communications sent to and received from this Facebook business page are subject to capture, review and archive by AXA Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this Facebook page to Never post your account/policy number, telephone number, any other secure or personal information, or trade instructions/requests. For customer service, please visit: Please click here to read more important information and disclosures regarding your connection to this Facebook page and use of its features: Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state AGE-96762 (08/2014)(exp. 08/16)

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Published on 2015-02-20 21:01:34 GMT

Merry Christmas! Wishing you and your family merriment , rejuvenation, and prosperity in the New Year! - Cheers!