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    Sandy Morris Financial Services Seminars

    At Sandy Morris Financial Services we hold informational seminars for our clients and the greater community that feature information on specific topics, such as long-term care and estate planning. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    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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    Privacy Policy | Terms of Use | ADV | SMF Privacy Notice

    Sandy Morris Financial & Estate Planning Services, LLC (“Sandy Morris”) is a registered investment adviser in the state of Florida. Being registered with the state does not mean the state endorses Sandy Morris Financial & Estate Planning Services, LLC. No information on this material should be construed as a recommendation regarding the purchase or sale of any security unless specifically stated otherwise. Any summaries, prices, quotes, or statistical information have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed. Past performance is not indicative of future results. The value of an investment is subject to risk, including possible loss of the principal invested. Sandy Morris Financial & Estate Planning Services, LLC and its members, officers or employees may own options, rights or warrants to purchase shares of any security mentioned (specific information is available upon request). Please refer to Sandy Morris Financial & Estate Planning Services, LLC’s ADV Part 2 for additional information and risks. Insurance products and services offered through our insurance affiliate, Sandy Morris Insurance Services, LLC.

    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.