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    The Most Important Decisions You Will Make Over 50
    by Sandy Morris
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    About Sandy's Book

    The Most Important Decisions You Will Make Over 50: A Roadmap to a Joyful Retirement Through Social Security Maximization

    In her 40s, Sandy Morris had a personal epiphany. She decided that her true purpose in life was to give certainty and security to others. The result of that decision has caused Sandy to become one of the nation’s top independent financial advisors, with a passion for helping those nearing or in retirement to be able to maximize their Social Security benefits. Two stories illustrate all the reader needs to know about Sandy, her expertise, her passion and her commitment. The first tells of a man who came to see Sandy in her Tampa, Florida offices. He opened the door to the boardroom, saying, “Don’t bother to get up. I have been wanting to stop by and say thank you. If it had not been for your help last year, I would have lost my home." The second example involves a husband and wife. “A couple came in for their annual account review,” recalls Sandy. "They had returned from an RV trip out west. They told me how much they appreciated the financial planning sessions that allowed them to reshape their retirement path. Words cannot express how much joy I receive from hearing stories like that from people we have helped through proper retirement planning. This is the juice that keeps me going." Married with a child, the Kentucky-born Sandy is the founder and CEO of Sandy Morris Financial.

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    Meet Sandy Morris

    As the president and CEO of Sandy Morris Financial Services, Sandy Morris is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

    She holds her life, health and variable annuities licenses in Kentucky and Florida. She is an investment advisor and has earned her Series 65 securities license.

    Sandy has been featured in Forbes and on CBS, Channel 10 WTSP, WDUV, WDAE and WFLA 970.

    Sandy and her husband, Joe, reside in Indian Shores Florida. In her free time, Sandy enjoys cooking, playing the piano and fly fishing. She has one son, Clinton, and two grandchildren, Bristol and Hunter.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@sandymorrisfinancial.com or call us at 1 (800) 589-5534 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    Sandy’s in-depth knowledge and many years of experience in the financial industry will provide the diversity you need in realizing the retirement of your dreams.
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    You can no longer rely on Social Security to cover your retirement. Sandy Morris Financial Services can help you start planning today to safeguard your future retirement.
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    Investment Advisory Services offered through Sandy Morris Financial and Estate Planning Services, LLC, a Registered Investment Advisor

    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and those guarantees are not offered by Sandy Morris Financial, Inc., or Global Financial Private Capital.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.