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.