Roy Morris, RICP®

Roy Morris, RICP®

Financial Professional

Visit my web site!

Phone: 520-512-5950
Fax: 520-745-8149
Mobile Phone: 928-446-2905
E-mail:
 

 

My Profession

As a financial consultant, I help individuals, families, and small businesses use and understand insurances, investments, and financial strategies that are tailored to help them achieve their financial goals and priorities. I focus on retirement planning, which consists of helping retirees prepare a plan for retirement income by helping them navigate through the four main retirement concerns: Market Volatility, Interest Rates, Inflation, and Taxes. Your situation is unique and together we can identify a path that will help you on your way towards financial freedom.

A majority of my time is spent educating employees about their retirement benefits (403b, 401k, 457) and helping them invest their money for the future. However, my goal is to be their total planner.

I obtained my Bachelors in Finance from the University of Arizona, The Eller College of Management. During my studies at the University of Arizona, I was inducted into Beta Gamma Sigma which is an international honors society for collegiate schools of business. My professional licenses are as follows: Series 7, Series 66, Life & Health.  I am also one of a few select advisors in the state of Arizona to have attained the Retirement Income Certified Professional (RICP®) designation, as a culmination of a rigorous testing process. (RICP® is the Retirement Income Certified Planner designation awarded by the American College.)

Here in Tucson, I am a founding member and Managing Partner with WealthGuard Retirement and Financial Strategies (http://www.wealthguardrfs.com/).   

 

My Life

 When I am not helping people financially, I enjoy spending time with my wife, Jenna. We have lived in Tucson for over four years. It’s hot, but the monsoon season is spectacular! The great thing about Tucson is the year-round outdoor activities, which means lots of biking, golfing, hiking, and walking. However, my absolute favorite sport to play is basketball (ironically, I prefer to play indoors).

 I have lived all over the country: Arizona, Maryland, North Carolina, and Michigan. My diverse upbringing allows me to understand and identify with people from various walks of life. This helps me with understanding my clients’ unique situations and helps them on an individual and family basis. Overall, my personal life and professional life are in proper balance and I am passionate about what I do.

 

Here is a synopsis of my services:

  • Retirement Planning
  • 401k Rollover Strategies
  • College funding planning
  • Estate Planning strategies
  • Life Insurance
  • Health Insurance
  • Disability Income Insurance
  • Long Term Care Planning
  • Brokerage Account Management
  • Business Succession Planning
  • Employer Benefits Planning

 

If you are interested in learning more about one of these topics, please feel free to contact me.

WealthGuard Retirement and Financial Services is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

California Insurance License #: O121223


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.