My financial planning practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement planning, insurance protection, investment management, education fun
ding, and estate conservation strategies. I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship. ABOUT CHRIS:
Chris has been helping his clients achieve their retirement goals with asset allocation strategies and risk assessment tools since 2009. He understands the importance of proper insurance protection for families and businesses alike and makes the concepts of risk protection simple to understand. Chris holds the Series 7 and 63 Securities registrations and is also Property and Casualty licensed in Connecticut, New York, and New Jersey. In 2009, Chris obtained the LUTCF designation which stands for Life Underwriter Training Council Fellow – a high standard of knowledge and long-standing industry designation. Through continued hard work and dedication, Chris qualified for MetLife’s Leaders Conference in 2015. Alongside his colleagues, he was also a recipient of the Barnum Financial Group Top Team Growth Award. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.
