My Services

  • Mutual Funds
  • IRAs (Traditional, Roth, SIMPLE, SEP, Inherited)
  • College Savings Plans
  • Retirement Plans
  • Annuities (Fixed, Fixed Indexed, Variable, and Multi Year Guarantee)
  • Rollovers
  • Life Insurance Solutions
  • Retirement Income Planning
  • Tax Mitigation
  • Asset Protection
  • Lifetime Income Solutions
  • Group Insurance

Chris works with clients on an individual, family, or group basis.  One of the main benefits of working with him is his ability to provide easily understood, very clear explanations of financial services, products, and scenarios.  He believes in forming long-term partnerships with clients to help them with all aspects of their financial life-cycle (from accumulation through distribution).