About Us |
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Randy Norris | President
Randy Norris, the founder of Norris Financial, first started in the Insurance and Annuity industry in 2000. Norris Financial has helped many families navigate their financial futures to discern all retirement income options. With most individuals retiring earlier and living longer, our retirement income is a significant area of concern for most Americans. That would specifically include the savvy clients that do not want to outlive their money. Our client partners include government employees, teachers, professionals, farmers, and business executives, just to name a few.
We are Life/ Medicare Health & Mortgage Life Insurance agents in 18 states primarily in the Southeast and Midwest regions to supplement asset protection. Creating well-rounded protection for you and yours. Strong families are the key cornerstones for all of our communities and our great nation. At Norris Financial, we are passionate about assisting families and our seniors. There has never been a more crucial time with increasing inflation than now. Not one of his client partners has ever lost money due to a market downturn. Annuities and IUL products offer a haven in a volatile financial world. Randy Norris enlisted in the United States Air Force out of High School, serving his country during Operation Desert Strom, attending college subsequently as a full-time working adult. He started his family early in life. His wife Lisa of 35 years is the constant support and partner he has continued to draw strength from since their vows. They have four children and eleven grandchildren. He knows the importance of a solid financial footing for any family. This foundation will naturally carry over to retirement if appropriately constructed and maintained. “Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffet |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
Monterey, TN |
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EMAIL
randy@randynorrisfinancial.com |
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CALL US
(931) 303-6135 |
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