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Home > Financial Planner Directory > Nebraska > Lincoln > Mr. Stephen A. Morris, Sr., CFP®, CLU, MA

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Mr. Stephen A. Morris, Sr., CFP®, CLU, MA

Resources Planning Company, Inc.

8233 Sunridge Cir
Lincoln, NE 68505-2727
Phone: (402) 489-8616
Fax: (888) 293-1689

Saved in Saved Planners

Household Income Minimum: $30,000
Investable Asset Minimum: $50,000

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

How Planner Charges

Combination Fee/Commission

Considerations: Most plans entail various product recommendations for which the advisor will receive the usual and customary management fees or commissions, at the client’s option.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.