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Cory L. Morrison, ChFC®, CASL®

(619) 684-8632
[email protected]

Social Security: By the Numbers The Cost of Procrastination The Business Cycle What Our Kids Can Teach us About Saving Money
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We take pride in delivering cutting-edge strategies.  We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.

Our focus centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions.


Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Commitment and Money Conversations

Talking about money isn’t as scary as it seems.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

The History of Retirement

Do you know where the idea of “retirement” comes from?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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