Peter Morse, JD, CRPC, AAMS, NSSA

Experience

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  Lincoln Financial Advisors

  Jan 2001 - Jan 2003

  Director of Strategic Alliances

  After moving from my hometown of Boston (for Utah's great skiing), I obtained the Director of Strategic Alliances position with Lincoln Financial, a Fortune 50 Company. I was responsible for integrating the Lincoln Financial proprietary planning process into CPA offices large and small, providing a value-added service for CPAs to their clients.

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  Senior Care Associates

  Jan 2003 - Jan 2010

  Director of Planning

  Worked with the team of planners, attorneys and administrative staff to plan for Seniors financial stability in the face of long term health care situations.

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  Financial Solutions & Income for Life

  Jan 2010 - now

  Principal

  We provide two complementary services to Pre-retirees, Retirees, Seniors and Baby Boomers: - Retirement Income Planning (an essential part of Estate Planning!). Seniors should be congratulated for working hard and saving assets through their working years. Retirement Income Planning makes the most of these accumulated assets to assure they last the lifetime of the Senior and their spouse, whether they remain healthy or require Long Term Health Care. - Our Wealth Enhancement & Preservation programs are designed for high net worth individuals with complex tax issues. We work with CPAs, tax attorneys and other tax professionals that work with Seniors, Boomers and the younger generations with significant assets and/or income. With our WEP programs we can position individual, corporate and family assets and income to meet current needs while reducing or eliminating future tax liabilities, whereby creating a tax-efficient environment. Show less