Benefit & Financial Strategies

Specialties

We will take time to get to know you and your unique goals before making any recommendations – and once we’ve begun our relationship, we are committed to help with any questions or issues as they arise. All of our services are delivered in a way that’s collaborative and educational so that in the end, we’ll be a part of helping you achieve all of your financial goals.

Our comprehensive financial management services include wealth management, estate planning, insurance, and tax strategies. From individuals who’ve accumulated assets and need experienced counsel and highly individualized strategies, to the person just starting out, we can help.

We also offer an intelligent and potentially cost-​saving alternative for business benefits needs. In serving northern Arizona families and employers for more than 30 years, we’ve built relationships with a vast network of insurance carriers.

We specialize in creating plans for small and large employers that are both flexible and affordable.

History

Established in 1988.

Bill Morrison, ChFC is the founder and managing partner. He began his career in the late 70s primarily in the insurance industry.

By 1988, the firm shifted to focusing on investments and providing financial and estate planning services. Since that time, we have expanded our practice and evolved to a full-​service firm providing individuals and businesses a wide array of financial, insurance, and employee benefit options. Serving clients within Arizona and across the country, we differentiate ourselves by providing highly personalized and unbiased advice in a relaxed environment.

Our team of associates now includes:

Carla Conway, RHU

Michael Sherwood, Investment Advisor Rep

Jim Straight, Investment Advisor Rep

Brandi Boudreaux, Business Mgr

Becca Zweifel, Administrative Support

Meet the Business Owner

William M.

Business Owner

Bill focuses his practice on Retirement Planning and Income Strategies, Estate Analysis, Estate Liquidity Planning, Business Continuation Planning, Life Insurance Planning, and Employee Benefits. He also has extentive experience in 401k and Retirement Plan design.

Bill has been serving the Northern Arizona Region for over 25 years and has had the opportunity to establish relationships with many local owned businesses, professionals, and families. His knowledge and professionalism have made him a leader in his field.