Focus: Insurance Strategies, Investment Strategies
BUSINESS PHILOSOPHY
My goal is to always take care of families and business owners by putting their needs first and providing them with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.
PRODUCTS AND SERVICES
- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Lump-Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Business Planning strategies
Chris has been serving the financial needs of business owners, executives, and professionals throughout the tri-state area for many years with a wide range of quality products and services.
Chris brings with him his unique blend of experience, perspective, and professional “can do” attitude to one of the leading financial service organizations in the country.
Experience in the strategic planning side of the insurance and investment industry, we believe that there is no other company in the tri-state area doing the type of work he does. Therein lies the unique advantage to our clients and prospective clients, allowing us to make and keep the following commitments that you can hold us accountable:
- Because of the exceptional work that we do, we provide our clients with extraordinary service
- Because of the thoroughness and enthusiasm with which we do this work, we can bring forth new and innovative ideas and concepts
- When you vote to do business with us, we will implement your strategic plans with only quality products and services
I am licensed to sell Insurance Products in the following jurisdictions:
New York, New Jersey, Connecticut, Delaware, Pennsylvania, North Carolina, South Carolina, Florida
I am licensed to sell Securities Products in the following jurisdictions:
New York, New Jersey, Pennsylvania, Delaware, North Carolina, Nevada, South Carolina, Florida, Connecticut, Virginia
CRN202502-1817895