Family and Friends

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Introduce a Family Member or a Friend

Pay it Forward...

We want to thank our clients for the trust they have put in us to help them live the retirement they always wanted. Our passion for helping others is what drives Sandy Morris and her team of professionals.

Each day thousands of people are heading into their retirement years. If you have family or friends who need help creating a well-thought-out income strategy for retirement, please let us know by adding their information here on the website.


Ask us about the Boat!

Each year in December, the firm takes clients who have referred friends and family on an exclusive cruise in Tampa Bay. Be part of this experience by referring someone who you feel could benefit from our financial planning services.

Refer a Family Member or Friend

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