A grandmother and her grandchild together

My Services

Financial planning for final expense coverage, annuities, retirement income, and legacy decisions.

Three ways I help. Pick the one that fits.

Most people arrive with one of three problems: a funeral they do not want their family to pay for, savings that need to become income, or a pile of accounts with no plan holding them together. Start wherever you are. If you are not sure, call and we will figure it out in one conversation.

Protection

Final Expense Life Insurance

Affordable coverage that keeps funeral and end-of-life costs off your family's shoulders.

Best for

Ages 50 to 85, including common conditions like diabetes or high blood pressure
Families who want a funeral paid for without draining savings
Anyone who has been declined or priced out elsewhere

What you get

Rates compared across multiple top carriers, not one company's price
No medical exam, just a few health questions on the application
A lump sum your beneficiary can use for anything, with no restrictions
Most applications approved the same day, in about 15 minutes by phone

Get My Free Quote Common questions

Income

Annuities

Turn savings into guaranteed lifetime income, so retirement is a paycheck instead of a guess.

Best for

People near or in retirement who want income they cannot outlive
Savers who do not want their principal exposed to market swings
Anyone rolling over a 401(k) or IRA and unsure what comes next

What you get

A plain-English walkthrough of how the contract actually works
Principal protection and guaranteed income options compared side by side
A recommendation Anthony is required by law to make in your best interest
Regular check-ins as your income needs change

Schedule a Consultation Talk it through first

Strategy

Retirement Planning

A written plan built around your goals, your income, and the legacy you want to leave.

Best for

Households with several accounts and no single plan tying them together
Couples who want retirement income and wealth transfer handled together
Anyone who wants a second opinion before making an irreversible move

What you get

A full picture review of your income, risk tolerance, and timeline
Your strategy written down in plain English, so you know the why
Wealth transfer and legacy planning included from the start
Direct access to me for the long run, not a rotating call center

Start the Questionnaire Ask a question first

Who you are working with

ADM Legacy Partners LLC

ADM Legacy Partners LLC is the practice. Anthony D. Morrison is the advisor you sit with. He has more than three decades in financial services, including leadership roles at Prudential Financial, John Hancock Distributors, Lincoln Financial Distributors, and Regions Bank, and more than $100 million in client-focused investment and insurance solutions.

30+ years in financial services

Not a new agency. Three decades of retirement, annuity, and insurance work.

Independent, not captive

I compare multiple top carriers instead of selling one company's shelf.

Held to your best interest

By law I must recommend what is best for you, not what pays me most.

Based in Daytona Beach, FL

211 E International Speedway Blvd, Ste 203. In person, by phone, or online.

Why Work With Me

What You Can Expect

You Deal Directly With Me

No call centers. No assistants. When you have a question, you call me and I answer.

I'm Required to Put You First

By law, I must always recommend what's best for you. Never what earns me the highest commission.

We Start With a Free Conversation

No paperwork, no pressure. We sit down, talk about your situation, and figure out if I can help.

You Get a Plan Written Down

I put everything in writing in plain English so you always know exactly what we're doing and why.

I Stay With You for the Long Run

Over 30 years helping families. I check in regularly and adjust your plan as life changes.

Ready to Get Started?

Schedule a complimentary consultation to talk through your retirement planning needs.

Let's Protect What Matters Most 407-942-7689