Services





"I find it rewarding helping my clients realize their goals."
Chris gives you the vision to see your finances from a "big picture" perspective. He uses his communication skills to help you gain a complete understanding of the financial planning process, and the opportunities available to you.

A former Marine, Chris takes his responsibilities seriously. That's why he works to create investment strategies with your risk tolerance in mind. Whether your priority is safeguarding your money through conservative, tax-favored investments, or taking advantage of growth opportunities to build a stronger nest egg, Chris helps customize an investment plan that reflects your priorities.

Some of the products and services Chris provides include...

Retirement Plan Rollovers
Investment Planning
Asset Management

Portfolio Re-Balancing
Mutual Funds
Fixed and Variable Annuities
Roth IRAs
Tax Planning

Estate Planning
Wills and Trusts
Charitable Remainder Trusts
Gift Giving
College Funding
Tax-Reduction Strategies

Risk Management Planning
Life
Medical
Long-Term Care