KERRY MORRIS IS THE FOUNDER OF HONORSHIELD, LLC., a firm he launched to challenge the current thinking and behavior of consumers and financial advisors around preparing for the potential high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”? The answer would lead him to discover a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan.
Morris learned the value of hard work watching his dad, a truck driver, and his mom, a secretary, provide a solid middle-class childhood for him and his sister in and around Nashville TN in the late 60’s and 70’s. He got his first job when he was fourteen, making $2.75 an hour taking care of baseball fields, and he’s never looked back. As he worked his way through high school and university, playing multiple sports, and then spending almost ten years in the TN National Guard and Army Reserve, he developed a respect for the hard work it took any family to build and maintain a nest egg for their future. He honors those efforts with every plan he builds for his clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, he has watched too many families, too many men and women not be fully prepared for retirement. There had to be a better way, a win-win solution that more American’s could feel good about embracing. But there was another problem: he witnessed time and again how the financial industry had this issue on total “ignore” mode, often shoving it onto a small-but valiant band of traditional “insurance specialists” around the country. Less than 10% of Americans have ever embraced this model. That is a problem for American families and our country.
Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
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