Build a career with purpose — and a system that actually works. At Tax Force™, you’re not just joining a team. You’re plugging into a blueprint built on elite training, proven systems, and two generations of wealth expertise.
Most advisors are handed a binder, a quota, and a prayer. We give you something better: a complete system designed to make you win.
Tax Force™ Training — learn simple, powerful tax-free retirement architecture.
Marketing Support & Funnels — high-converting templates, surveys, and automations.
Elite Mentorship from Elite Wealth Architects
Generational Expertise with Tristan Morris & Doug Morris.
A Proven Blueprint — scripts, systems, and presentations done for you.


Tristan earned a Bachelor of Science in Finance from LSU with a concentration in Financial Analysis, and quickly became known for his ability to take complex financial concepts and turn them into something people can actually understand and act on.
He leads the strategy and execution behind Tax Force's tax planning, retirement design, and advanced case work for families, individuals, and business owners. His focus is retirement planning that's built to hold up over time — tax-efficient, compliant, and designed around what actually works in changing tax environments. That means strategies centered on reducing future taxes, building tax-free income, and giving clients a clear, confident path forward.
Tristan created the Tax Force framework — a disciplined, streamlined process that takes clients from uncertainty to clarity and from accumulation to intentional outcomes. His work sits at the intersection of tax planning, operations, and long-term financial strategy, and he brings a modern, analytical approach to every case he touches. Every plan he builds starts with the same priority: protect what people have worked hard to build, and make sure the decisions they make today serve them and their families for decades to come.
Tristan leads with integrity, stays a student of his craft, and believes that wise planning creates the freedom to live generously and purposefully.

Doug has spent over 40 years in taxes, accounting, financial planning, and business operations — and he's still at it every day. He started at Edward Jones Investments knocking on doors and earning trustface-to-face, long before anyone was building funnels or running ads. Before that, he spent years at International Paper Company in manufacturing, where he learned how to read operations, spot inefficiencies, and understand what makes a business actually run from the inside out.
In 2000, he founded Tax Force in Memphis, Tennessee, and has been the go-to tax professional for families and business owners in the Mid-South ever since. He's done tax returns, built financial plans, and managed books for hundreds of clients across every situation you can imagine. Over the years, he's expanded Tax Force into a full-service firm offering tax planning, bookkeeping, retirement strategy, and advanced life insurance and annuity design — all under one roof.
On the brokerage side, Doug brings over a decade of experience buying and selling businesses through MASS BB. But he didn't pick up a broker license and start listing businesses — he came from the numbers side first. Decades of tax returns, financial plans, and operational experience mean that when Doug walks into a valuation, he's not guessing. He's reading the financials the way a buyer would, spotting what's real, what's inflated, and what actually drives the value of a business. That background is exactly why his valuations hold up under scrutiny and his deals close clean.
Whether it's a family trying to reduce taxes and build a retirement plan, or a business owner looking to sell and walk away with the most money possible — Doug has seen it from every angle. Forty years of real-world experience, not theory. That's what separates Tax Force and MASS BB from everyone else.
You won’t be thrown into the deep end. We give you proven funnels, surveys, marketing templates, and an already-built system that generates qualified conversations. Your job? Follow the framework and serve people well.
No. What matters is integrity, work ethic, and a willingness to learn.
We train you through a simple repeatable system used by top advisors.
You’ll get access to:
Bridge Strategy™ training
IUL Insiders & 3rd Dimensional Wealth mentorship
Weekly coaching
Script & presentation frameworks
Case design support
Compliance guidance
Everything is built so you can start fast — and keep growing.
We use a performance-based comp structure directly through the carriers.
You earn commissions on policies you place and overrides on agents you eventually train.
No hidden fees. No MLM games. No surprises.
This is an independent 1099 advisor role with full support, training, and systems — without the limitations of a traditional agency model.
Yes. You’ll need a state life insurance license (we help guide you through the process).
No securities licenses are required — our strategies are tax-advantaged, not investment products.
Most new advisors can begin client conversations in 2–4 weeks (depending on licensing), and many close their first cases within the first 60–90 days.
Three things:
A proven system — not “figure it out yourself.”
Elite mentorship from Tristan & Doug Morris.
Real training and real opportunities, not recruiting-first fluff.
You get the blueprint, the tools, and the support — you just bring the drive.
Yes. Once you’re producing, you can recruit and earn overrides with guidance so everything stays ethical, compliant, and structured.
People who:
want independence
communicate well
follow proven systems
care about families
work with discipline
If that’s you — you’ll thrive.
Join a team backed by two generations of tax and wealth expertise — with the systems, mentorship, and blueprint you need to win. Your next step is one conversation away.

Stop saving to retirement — start planning through it with the Bridge Strategy™.


Precision-driven tax strategy for
families and business owners
who want real control.
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