Chris Morris & Associates is a financial planning firm based in Atlanta, GA, offering a range of services to help individuals plan for their financial future. With a quantitative approach to investing, they utilize tools such as the Risk Number to objectively measure risk tolerance and create tailored portfolios. Their team of experts also provide guidance on managing risk and benchmarking progress towards financial goals.
CMA Wizards, a division of Chris Morris & Associates, specializes in helping retirees and pre-retirees navigate the complexities of retirement planning. They identify and address potential financial roadblocks, including sequence of returns risk, to ensure clients can achieve lifetime financial security. By implementing strategies to mitigate these risks, CMA Wizards aims to provide peace of mind and help individuals design their ideal retirement lifestyle.
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