• Full website redesign coming soon

Helping You Build

The Retirement You Deserve

You’ve worked hard to save. Now it’s time to let those savings work hard for you.

Contact Us

Planning For Your Next Chapter

When all of your time – and how to fill it – is up to you, you have a lot of priorities to juggle. Travel. Relationships. Hobbies. Volunteering. However you plan to spend your time in retirement, there are a lot of factors to consider, not least of which is how you will fund these goals and dreams.

You deserve a financial strategy designed to support your priorities, whatever they are. At Sandy Morris Financial & Estate Planning Services, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.

Get started today with a personal wealth strategy from us, designed to help you embark on your next great adventure.

We can assist you in the following areas:

  • Life Insurance
  • Retirement Income Strategies
  • Wealth Management
  • Investment Advisory Services
  • Annuities
  • Tax Efficiency Strategies

Meet Sandy Morris

Sandy Morris is a seasoned, highly accomplished professional with over 20 years of wealth management and retirement planning experience. Driven by a deep understanding of retirement challenges and a passion for making a difference in her clients’ lives, Sandy offers a comprehensive range of financial planning services including educational workshops, retirement planning, investment management, tax planning, and estate planning – all of which have helped thousands of families live their retirement dreams.

Thanks to her popular TV shows “Retirement Talk” and “Wealth & Wisdom with Sandy Morris”; regular appearances on NBC, CBS, ABC; and her widely praised book “The Most Important Decisions You Will Make Over 50”, Sandy is known as a leading expert in the industry and for her ability to help successful families and individuals navigate the complex world of financial planning.

Contact us today to start working toward

Your Retirement Goals

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • 10015 Gallant Ln
    Tampa, FL 33625

Sandy Morris Financial are not tax experts, and all prospective clients should consult their tax advisor before making any investment decisions. Investment advisory services offered through Sandy Morris Financial & Estate Planning services, LLC.


Sandy Morris Financial & Estate Planning Services, LLC (“Sandy Morris”) is a registered investment adviser. 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.

ADV Part 2A Form CRS