Roy D. Morris, RICP

Roy D. Morris, RICP Simplified, Sophisticated Stewardship. RICP®-certified. Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser.

A financial planner and investment advisor helping people optimize wealth, maximize pensions (including ASRS), and navigate life’s unexpected curveballs with confidence since 2010. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Morris Financial, PFG Advisors, LLC, and United Planners Financial Services are sep

arately owned entities and are not affiliated companies. Please see website www.roymorrisfinancial.com for full disclosures. Check the background of this investment professional on https://brokercheck.finra.org/individual/summary/5748362

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
08/27/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Lifestyle inflation can be the enemy of wealth building.
08/26/2026

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options. Social Media: Social media may be a mod...

Learn the ins and outs of 529 plans before you or your student heads to college.
08/25/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/24/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
08/23/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
08/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
08/19/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When was the last time you paid yourself first?
08/18/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

There are billions in unclaimed dollars in the US. Is some of that yours?
08/17/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

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

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
08/16/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

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85658

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