Broker Check

Cory L. Morrison, ChFC®, CASL®

(619) 684-8632
[email protected]

Business Owner Solutions

If you’re like many successful business owners, you worked long and hard to make your business what it is today.  Oftentimes the day-to-day demands of running your company can distract you from taking the time to develop a successful strategy for your retirement.

Unique Demands

We know that business owners face decisions every day that are critical and unique to their specific situation.  We work with you to craft tailored solutions to not only protect what you've built, but position you for optimal wealth accumulation. 

Exit Strategy

There are only three ways to exit a business and all-too-often many business owners wait until the last few years to begin planning for that very important event.  Our specialist suggest developing an exit strategy as soon as possible as proper planning can save significant tax dollars.