Get in Touch
Ready to talk through retirement, insurance, or legacy planning? Contact Anthony directly.
Contact Information
Best ways to reach Anthony
Every message comes to me directly. No call center, no assistant screening you.
- You want to talk it through
- Book a virtual or phone appointment. Pick a time that works and we talk then.
- You have a quick question
- Call or text 407-942-7689. If I am with a client, leave a message and I call back.
- You prefer to write it out
- Email works. Expect a reply, not an autoresponder.
- You are ready to start
- Complete the retirement questionnaire or the final expense form and I will follow up.
What happens after you reach out
There is no phone tree and no handoff to a sales team. Here is the order things usually go in.
- 1
You hear back from Anthony
Messages and voicemails come straight to Anthony. If he is with a client when you call, he returns the call himself.
- 2
A short first conversation
The first call is mostly listening. Anthony asks what prompted you to reach out, what you already have in place, and what you are trying to protect. Usually 15 to 20 minutes.
- 3
A longer review if it makes sense
If there is something worth looking at, you schedule a longer conversation by phone or video. That is where the numbers, timeline, and options get walked through.
- 4
You decide what to do next
You leave with a clear picture of your options and nothing you have to sign that day. If the answer is to keep what you already have, Anthony will say so.
How to prepare for the conversation
None of this is required. Having it handy just makes the first call more useful.
- A rough sense of your timeline, such as when you want to retire or how soon you want coverage in place.
- Any existing policies or retirement accounts, even if you only know the account type and roughly when you opened it.
- Who depends on you financially, and who you want money to go to.
- Your main concern in one sentence, whether that is outliving savings, leaving a burden behind, or not understanding what you already own.
- Any questions you have been putting off asking. Those are usually the useful ones.
Who this is a fit for
Likely a good fit
- Households in Florida, and in other states where Anthony is licensed, who want to talk with the same person start to finish.
- People approaching or already in retirement who want their income, drawdown order, and legacy looked at together.
- Families who want final expense coverage set up so funeral and end-of-life costs do not land on their children.
- Anyone who already owns policies or accounts and wants a plain explanation of what they actually have.
Probably not the right stop
- If you need tax preparation, legal drafting, or estate documents, that is work for a CPA or an attorney.
- If you want a self-directed trading account, that is a brokerage, not this practice.
- If you are outside the states where Anthony is licensed, he will tell you on the first call rather than after.
Questions before you reach out
- Who am I actually talking to?
- Anthony D. Morrison. He is an independent financial professional based in Daytona Beach, Florida, licensed in Florida and other states, with more than 30 years in financial services. Calls, texts, and emails come to him directly.
- How quickly will I hear back?
- Same business day in most cases. If you call while Anthony is with a client, leave a message and he calls back himself rather than passing it to someone else.
- Does the first conversation cost anything?
- No. The first conversation is a consultation. Its purpose is to understand your situation and tell you whether there is anything worth doing.
- Do I have to decide anything on the first call?
- No. Nothing is signed on a first call. If keeping what you already have is the right answer, Anthony will tell you that.
- Do we have to meet in person?
- No. Most conversations happen by phone or video, which is why appointments are booked that way. Anthony is based in Daytona Beach if meeting locally is easier for you.
- What if I am not sure which service I need?
- That is a normal place to start. Describe the situation in your own words and Anthony will tell you which of retirement planning, annuities, or final expense coverage is relevant, including when the answer is none of them.
How Can I Help?
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