Dan Morris is a Tax-Free Retirement Income Professional who helps people rethink their approach to income and taxes in retirement. Dan believes that people need to plan to shift some of their retirement savings into a tax-free or tax-advantaged income for life products. Individuals who do this just live a better life in retirement.
Dan Morris is an IRMAACP Certified Planner. An IRMAA Certified Planner (IRMAACP) is a financial professional with extensive knowledge of Social Security and Medicare planning and how it impacts retirement planning.
The IRMAA designation is considered the most prestigious and sought after designation in the taxes in retirement planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As an IRMAACP and Financial Advisor with a focus on Life Insurance for Tax-Free and Tax-Advantaged retirement income streams. Dan Morris is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.
Dan Morris completed his undergraduate degree at the University of Phoenix earning a bachelor’s degree for Science in Business. Dan currently owns and operates 5 businesses and is known as a business success expert.
At Tax-Free Wealth Group LLC his clients are primarily high net worth Baby-Boomers, Retirees, Pre-Retirees, Successful Business Owners, Boutique Family Offices and CPA Firms.
When he’s not helping clients reach their retirement income goals, Dan is usually spending time with his family, attending classic car shows, dinning out with friends, and reading books and articles to stay current with economic and financial retirement planning topics. Dan was born and raised in Bismarck North Dakota but enjoys living in the state of Florida and currently lives in Daytona Beach Shores.
In his free time, Joe enjoys golfing, umpiring high school, college, and men’s league baseball, as well as spending quality time with family.
LICENSES & ACCREDITATIONS
- IRMAACP / IRMAA Certified Planner
- Certified Financial Advisor
- Life & Health Licensed
- Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Tax Strategies
- Life Insurance
- Long Term Care