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225 N.E. Mizner Blvd. Suite 5550 Boca Raton, FL 33432

561-337-1525
gmorris@summitfn.com
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Helping Families Plan & Retire with Confidence

Helping Families with Children who have Special Needs, and
Families with Loved Ones experiencing Cognitive Decline to
Plan and Retire with Confidence.

How We Help
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Glen Morris Financial

By focusing on your financial goals and dreams, we can help you to develop a personalized plan to take the mystery out of preparing for today and tomorrow and help turn your goals and dreams into your reality.

Words of Comfort and Wisdom

The Lord says, “I will guide you along the best pathway for your life. I will advise you and watch over you."
- Psalm 32:8

"For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future."
- Jeremiah 29:11

"For I the LORD thy God will hold thy right hand, saying unto thee, Fear Not; I will help thee."
- Isaiah 41:13

"Go confidently in the direction of your dreams. Live the life you've imagined."
- Henry David Thoreau

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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OUR PROCESS

Financial Planning

Financial Planning


Advanced Time Segmentation

A strategy that matches unique retirement income needs
with time-segmented investments.
This approach segments retirement assets into certain categories based on the period of time in retirement when the assets are expected to generate income.


Your Wealth Deserves a Strategy

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Financial Planning

Financial Planning

  
MoneyGuidePro


Your Roadmap to Pursue Financial Success. 
Plan for Success. 
Invest with Confidence. 
Retire Happy!

 

Financial Planning Made Easy.

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Riskalyze

Riskalyze


Riskalyze determines how fast you’re comfortable traveling on
your investment journey is the first step in helping us develop
an investment strategy that’s perfect for you.

 

Everyone has a Risk Number.

Let’s find yours.

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Prepared for the next Bear Market?

Prepared for the next Bear Market?


Knowledge is power.
There are more options that you can
and should consider before the next bear market,
rather than just “riding it out”.


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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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