Roy D. Morris, RICP

Roy D. Morris, RICP I'm Roy Morris, a financial planner here to decode the jargon, clear the confusion, and empower you to make smart money decisions.

Check the background of this investment professional on https://brokercheck.finra.org/individual/summary/5748362 Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Phocus Financial, PFG Advisors, LLC, and United P

lanners Financial Services are separately owned entities and are not affiliated companies. Please see website www.phocusfinancial.com for full disclosures.

You can help ensure that losing your wallet doesn't turn into something bigger.
12/03/2025

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

When considering a record keeping system for your business, you need to ask yourself some very important questions
12/01/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
11/28/2025

"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.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
11/26/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
11/24/2025

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
11/21/2025

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
11/19/2025

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
11/17/2025

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Extended care refers to services needed by those who have a chronic illness or disability.
11/14/2025

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
11/12/2025

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

The financial risks to consider when evaluating self insurance?
11/11/2025

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

The market is as unpredictable as the weather. We’re here to help you prepare.
11/10/2025

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Address

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Phoenix, AZ
85020

Opening Hours

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+15205125950

Website

https://www.sipc.org/, https://www.finra.org/, https://brokercheck.finra.org/individual/summ

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