Kerry Morris, CFP(R)
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Financial Advisor in Franklin, Tennessee
Kerry and Donald have built Assurance Financial Partners, LLC to be a relational centered experience that brings the best of the equities world and the best of the insurance world together in a true planning environment. Redhawk is one of the many tools that we employ to help our clients achieve their goals. It all starts with a specific plan for each individual or family. Kerry Ray Morris is a representative of Redhawk Wealth Advisors, Inc. RWA primarily manages accounts for individuals, pension and profit sharing plans, and high net worth individuals and has more than $65M in assets under management. This advisor is registered with the SEC. This advisor's firm is SEC-registered. Kerry is a member of the Financial Planning Association.
Specialties
401K Consulting
Annuities & Life Insurance
Asset Protection
Business Planning
Certified Financial Planner
CFP ®
Charitable Planning
College Planning
Comprehensive Financial Planning
Disability Income & Long Term Care Insurance
Divorce Planning
Elder Care Planning
Estate Planning
ETFs
Family Financial Planning
Fiduciary
Income Tax Planning
Independent Investment Advisor
Investment Consulting
IRA
Legacy Planning
Passive Investment Strategies
Pension Plan Design & Management
Professional Wealth Management
Retirement Distribution Plan
Retirement Planning
Special Needs Planning
Sustainability
Wealth Management
Women's Issues
Young Investors
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