Work With Chris

Some financial “advisors” just toss your money into target funds and collect 1%. And provide no actual planning advice. To work with a fiduciary like Chris means serious, comprehensive financial planning and strategy. For clients who really don’t want to worry about any of this stuff on a day to day basis. Work with a Fiduciary vs a Salesperson As a Registered Investment Advisor (RIA), we are a fiduciary. We must treat your money with the utmost care. Many people claim to be financial advisors. But are technically salespeople. The advice they give is incidental to the sale. Check the licensing of the … Continue reading Work With Chris