Christopher Price, CFP, RICP, ChFC

08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

08/07/2026

This week's Frequently Asked Question....

Should I Pay Off Debt or Invest?

08/05/2026

Risk tolerance is more than how you feel about market ups and downs—it's about finding an investment strategy that aligns with your goals, timeline, and comfort level. When your portfolio matches your risk tolerance, you're more likely to stay focused through changing market conditions and remain committed to your long-term financial plan.

08/05/2026

Asset Allocation
Thursday, August 13, 2026 1pm-2pm

Our goal is to provide you with knowledge and insight so you can make informed decisions about your finances and your financial well-being.

Click the link below to register for this webinar:
https://bit.ly/4q1zbw3

08/03/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

07/31/2026

This week's Frequently Asked Question....

Term VS Whole Life - What's the Difference?

07/30/2026

Invest in Knowledge is our nonprofit organization dedicated to transforming lives in the local community through financial education in South Florida.

Please FOLLOW US to keep up to date on all our Charity events and upcoming seminars.

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Invest in Knowledge is a nonprofit organization dedicated to transforming lives in the local community through financial education in South Florida

07/30/2026

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies that offer stability and protection without sacrificing growth. Let’s talk about retirement strategies that offer the ability to use the market for growth.

07/29/2026

What separates a successful advisory firm from one that struggles to scale?

According to Chris Price, it comes down to process.

In this episode of RIA Collective, host Charlie Van Derven sits down with Chris Price of Wealth Solutions Partners to discuss his journey from the insurance world into a more independent, hybrid advisory model and the lessons he's learned about building a scalable business.

Chris shares how earning professional designations changed the way he viewed financial advice, why systems become more important as firms grow, and how AI is reshaping advisor efficiency without replacing relationships.

Together, Charlie and Chris discuss:

• The transition from a large insurance firm to a hybrid independent model

• Why professional education changes the way advisors serve clients

• How documented processes create consistency and scalability

• The importance of hiring for personality, not just experience

• Why advisors need to think like business owners, not just practitioners

• How AI is making advisory firms more efficient while strengthening client relationships

• Lessons from building and leading a growing advisory team

Chris also explains why every advisory firm should have a repeatable process that serves the vast majority of its clients, creating a better experience for both clients and team members.

This episode is especially valuable for:

• Advisors considering independence

• Hybrid advisors looking to grow

• RIAs building their first team

• Firm owners focused on scaling through systems

🎧 Watch now and subscribe to RIA Collective for conversations that help independent advisors build stronger businesses and better client experiences.

What separates a successful advisory firm from one that struggles t...

07/27/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.