Stephen A. Morris, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Stephen A. Morris, Sr. CFP®

CLU, MA

President

Resources Planning Company, Inc.

8233 Sunridge Cir
Lincoln, NE 68505-2727
FINANCIAL ADVISOR'S WEBSITE
(402) 489-8616

General

Stephen Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Resources Planning Company, Inc. in Lincoln, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: NE, AZ
  • Health/disability insurance: NE, AZ
  • Fixed annuities: NE, AZ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs

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