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William G. Morrison, ChFC®

William G. Morrison, ChFC®

Managing Partner, ChFC®, Investment Advisor Rep.

William G. Morrison(Bill) is Managing Partner at Benefit and Financial Strategies. Specializing in management and advanced planning with clients, Bill handles retirement planning, financial planning and business continuation planning. With forty years of experience in the financial industry, Bill has the knowledge and deep industry insight to help clients reach their goals.

After attending Northern Arizona University, Bill received the Life Underwriters Training Council Fellowship and later earned his designation as a Chartered Financial Consultant from The American College in Bryn Mawr, Pennsylvania.

With an innate interest in finance and business, along with a genuine desire to make a difference in the lives of his clients, Bill has a truly natural approach to breaking down complicated financial matters into easily understood concepts. Through education and planning, he helps guide people to make good financial decisions. Seeing this process unfold in clients’ lives is the most rewarding aspect of his work.

Bill grew up in a small town on the Saint Clair River in Michigan but moved to Flagstaff, Arizona, several years ago. He has two sons and a daughter, all in different stages of life. He loves boating on Lake Powell and enjoys watching NAU athletics.