Roger Morris Insurance
Financial Services in Irvine, CA
R H Morris Insurance and Financial Services helps owners of closely held businesses in planning effective strategies for transitioning from active ownership to retirement and maximizing the rewards of their life's work. Our trademarked COPE process will help you in Clarifying your objectives, Organizing your resources and opportunities, Planning your strategies, and Executing your plan. Roger H Morris, CLU, ChFC has worked with owners of closely held businesses for more than 25 years in the areas of executive compensation, retirement, business succession.