Chris Perry, Financial Planner

Chris Perry, Financial Planner Preparing for the next step in life isn’t always easy. He can provide comprehensive financial strategies and/or focus on one specific area of need.

Chris is highly trained and licensed to provide financial products and services to his clients and prospects. Along with a team of professionals, Chris offers guidance to his clients to help them reach their financial goals. His goal is to assist families and business owners building their financial freedom. He has the skills, knowledge and experience required to help meet his client’s established goals. His personal goal is to become a lifetime resource for each and every client.

08/07/2026

You’ve heard the old adage, “It’s time in the market, not timing the market.” Let’s take a look at your time horizon and risk tolerance to ensure you have the right mix of assets to help you achieve your dreams in life.

08/05/2026

Let’s discuss how a collaborative planning process could help you build wealth and live life on your terms.

08/03/2026

Grow with a goal using this checklist to get clear on your financial priorities and spark proactive conversations with loved ones.

https://bit.ly/4yVux6O

07/31/2026

Life insurance can help you build and secure a bright future for your loved ones. Interested in exploring what coverage is right for you? Contact me or use this calculator to get started: https://bit.ly/3RLbqeR

07/29/2026

Securing your future starts with strategies for maximizing what you make today. Use this guide to get more from your money in every stage of life.
https://bit.ly/4fAZZyh

07/27/2026

Simple money moves like delaying Social Security can add up to more income later in life. Let’s talk about how to start optimizing your earnings today.

07/24/2026

With some future tax planning, you can start enhancing your after-tax returns and maximizing your long-term income. Talk to me to learn how.

07/22/2026

When it comes to estate, succession, and retirement planning, understanding your business’s valuation is key. Talk to me to learn more.

07/20/2026

If you’re saving for retirement, you’re probably used to seeing the value of your retirement accounts go up and down with the financial markets. Learn how whole life insurance could help you be better prepared for economic downturns during your retirement, then let's connect to find a strategy that's right for you.

https://bit.ly/4hkWlem

07/17/2026

Sunscreen? Check. Travel plans? Check. Life insurance? Don’t let it go unchecked. Let the which options best fit your needs and goals and help you check off this very important item. cwpmetro.com

Address

75 Leighton Road #3
Falmouth, ME

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12077702033

Website

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