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Financial Planning

Comprehensive financial planning is most often done by those nearing retirement or with significant assets to consider. However, it’s important for those just starting out as well. What better time to consider your goals and to start down the path toward achieving them than when time is on your side?

Chris uses the 7-step process recommended by the Certified Financial PlannerTM Board of Standards:

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There is no one-size fits all approach to investing. Your specific goals, values and tax situation are just some of the things that factor into the investment vehicle that is appropriate for you.
Cetera offers both commission-based services as well as fee-based advisory services. See below to learn more about the pros and cons of each to help identify the investment style that fits your needs.

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Investment Philosophy

Chris’s investment philosophy revolves around the fee-based advisory platform.  Fee-based advisory services may benefit you in many ways.

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Retirement Saving and Income Planning

The basic definition of retirement is to leave your job and stop working once you attain a certain age. Today, retirement can take on a number of different meanings based on your desired lifestyle. Those who like their job or career may arrange to continue working on a limited basis. Others may want to start their own small business or go back to school to gain knowledge in a new field. Others may choose to travel more, or spend more time with their family, or help to take care of grandkids.

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Estate and Wealth Transfer

Many desire to preserve and pass on their wealth to their children and grandchildren.  Chris understands the complexities of these situations and will work with your attorney to build a customized strategy that fits your desires.  Alongside a qualified estate attorney, some of the strategies Chris can assist with are:

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Protection Strategies

Just as a house must be built on a solid foundation, it is important that your financial plan is built on protecting your loved ones and your assets at every stage of life.

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Biblically Responsible Investing

1 Timothy 5:22 exhorts believers not to take part in the sins of others and to keep yourself pure. Chris realizes it is important for Christians to invest based on their values. Often, Christians don’t realize the investment options available to achieve this. Biblically Responsible Investing (BRI) is not a new concept. It has been around since the mid 1990’s and has grown substantially since then. Among other things, BRI promotes life, family, and stewardship.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (716) 698-8196