Chris’ focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service. Chris has his Series 7, Series 66, and Life and Annuity Insurance Licenses. He also holds the Investment Management Consultant, a designation offered through Raymond James.
*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Copyright © 2016 All Rights Reserved.
Created by eBiz Solutions