Vincent or "Chris" as he is known to his friends, is responsible for the planning division and operations of the company. With over 15 years of experience specializing in the fields of insurance, asset management, and planning Chris assists clients in achieving their financial goals by creating and executing wide-ranging strategies aimed at building assets that may be applied to retirement or other financial objectives. Chris is a Retirement Income Certified Professional and he is able to demonstrate tremendous value to clients entering retirement by delivering smart strategies for creating secure, sustainable income for a clients retirement.
As a Financial Planner, Chris specializes in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.
My financial planning services cover:
• Retirement planning
• Education planning
• Estate strategies
• Risk Management
• Insurance Needs
• Investment Planning
• Funding for a Major Purpose
• Current Net Worth and Cash Flow Statements
As a Retirement Income Certified Professional, Chris has been trained to help clients obtain a secure retirement by effectively managing the transition from asset accumulation during a client's working years to asset decumulation in retirement. Chris' knowledge in this area can provide tremendous value to clients by delivering smart strategies for creating secure, sustainable income for a clients retirement.