As an independent financial advisor, he is able to provide fair, objective and unbiased counsel; he can select only those products and services that align with your unique needs; he is not beholden to any one company, nor driven by proprietary products or sales quotas; and his success is directly tied to your success.
Christian specializes in retirement income planning, 403B & 401k management, behavioral financial coaching, and insurance protection (life & long term care). Beginning with your goals and working closely with you, your CPA, attorney and other professionals, you and Christian will build a tailored-to-you investment plan.
- COMPREHENSIVE PORTFOLIO MANAGEMENT
- ONGOING INVESTMENT MONITORING
- PERIODIC REVIEWS AND CONSULTATIONS
- FINANCIAL PLANNING AND RETIREMENT PLANNING
- CASH FLOW AND TAX PLANNING
- WEALTH MANAGEMENT
- INVESTMENT AND INCOME DISTRIBUTION STRATEGIES
- ESTATE PLANNING
- INSURANCE PROTECTION SOLUTIONS
- COORDINATION WITH OTHER PROFESSIONALS