Alongside some experts in their field related to retirement, economics, and financial planning, we are proudly headed by serial entrepreneur and the owner of five businesses, Dan Morris, a financial advisor since 2004. He launched Tax-Free Wealth Group, based in Daytona Beach, Florida, in 2019 to help people shift from a retirement savings mindset to a retirement income mindset in order to live their best lives after retiring.
How We Started:
Nearing retirement, Dan’s dad asked Dan to help him make the important decision of exactly when to retire. Alongside his medical issues and financial information, Dan began doing research. He found, in process bills and other agendas related to retirement, several laws which so many in his father’s position were unaware of; and that in the end threatened their financial situation when their time came.
After earning the Income Related Monthly Adjusted Amount (IRMAA) Certified Planner designation and becoming a Florida-based multi-faceted insurance agent and certified financial advisor, Dan created the team that is now bringing retirees to the retirement they deserve.
How We Do It
As an IRMAA Certified Planner, Dan is a financial professional with deep knowledge of Social Security and Medicare planning and the impact they have on retirement. Social Security and Medicare planning is a narrow field in the financial advising industry, with few professionals who have the knowledge and skills to navigate it. Dan also offers professional services in retirement planning, estate planning, and tax strategies.
He gets great satisfaction from helping clients document their retirement vision and build a retirement income plan.
Can’t Come to Us?
The Virtual Family Office brings the services of national professionals to you. Our services cover wealth management, tax planning, legal services, risk mitigation, and business management and operation strategies.
Safeguard Retirement Planning
We’re here to help you experience the financial life you want. Take the first step and schedule a call.
Design Your Tax Smart Retirement Income Pan
Are you truly prepared for retirement? Let’s walk through retirement income planning together to find out!
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