Bill Morris

WILLIAM S. MORRIS, ChFEBC℠, a Chartered Federal Employee Benefits Consultant and a Financial Advisor for Sarasota Financial Group, Inc. and Long Term Care 4 Veterans, specializing in financial and retirement planning for Federal Employees and VA Veterans. Bill is contracted with the Federal Government (CAGE code 84R68) conducting pre-retirement planning seminars and briefings, focusing on Retirement Income Planning, Government Pensions, Survivor Benefits, Federal Employees’ Group Life Insurance (FEGLI) and Thrift Savings Plans (TSP) for both the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. Bill is conducting seminars with the Department of Navy, the National Association of Letter Carriers (NALC), Federal Aviation Administration (FAA), and Federal Law Enforcement Officers Association (FLEOA) that represent 65 federal agencies.

Bill has more 40 years of experience in the financial industry, starting as a clerk on the floor of the Chicago Board of Options Exchange. While attending Northeastern University in Boston and the University of Illinois in Chicago, he interned with Bear, Stearns & Co., as a Trade Specialist, managing the Chicago order desk, and in New York on the institutional trading desk. He acquired his first trading seat on the Chicago Board of Trade as a Bond Options Trader in January of 1985. He has held his Series 7 General Securities and Series 63 licenses in good standing since April of 1988, and his Series 65 Investment Advisor license since August of 1998. He is also a licensed agent in Life and Health Insurance and Variable Annuities in 25 states. Registered Representative of Calton and Associates, Inc., member FINRA/SIPC. Calton and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Sarasota Financial Group, Inc. and LTC4Vets or any government agency. Calton does not provide legal or tax advice.

Cell: 941-927-1050  |  Fax: 941-927-1070
5 Steps to Quality for Benefits

Qualify

Simply answer the five questions in the questionnaire below and find out whether you are eligible to receive benefits!

Qualify

Simply answer the five questions in the questionnaire below and find out whether you are eligible to receive benefits!

Qualify

Simply answer the five questions in the questionnaire below and find out whether you are eligible to receive benefits!

Qualify

Simply answer the five questions in the questionnaire below and find out whether you are eligible to receive benefits!

CONGRATULATIONS!

Congratulations, it looks like you may be eligible...please provide your name and email so we can show you how to claim your rightful benefits.

  • Step 1
  • Step- 2
  • Step-3
  • Step-4
  • Complete

Step 1

Are you a wartime veteran ?

Click here to check Official Wartime Dates

Step 2

Are you at least 65 years of age, or . . . have you been awarded Social Security disability?

Would your doctor say you need the aid and assistance of another person on a regular basis?

Step 3

Where are you living? (Check the one that most accurately describes your living arrangement)

Step 4

Counting your home, are your assets:

Complete

Veteran or Surviving Spouse:

Your Name:

Your Relationship to Above:

Email

Zip Code

Phone: