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.
Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
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.
Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!