How will I know the day when I'm financially able to retire?
Reach Your Summit Podcast
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Reach Your Summit Podcast
How will I know the day when I'm financially able to retire?
Sep 02, 2022
Summit Wealth Group

The 4 steps that Randy Morris covers in this mini episode creates a simple formula for figuring out when you will be able to retire financially. Listen now. 

Host: Randy Morris, CFP®, ChFC®, AIF® | CEO

After graduating from the University of Colorado in 1982 with a business and organizational management degree, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Services, Inc.

In 1985, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. EFP became one of the nation's largest financial planning firms during his tenure as founder and CEO.

In 2002, he created Summit Wealth Group (SWG) out of a desire to provide additional wealth management services for clients. Randy serves as the firm's CEO. Summit Wealth Group currently works with clients in 46 states with client assets under advisement of more than $1 billion as of February 2021.

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