Your Family • Your Future • Your Business.
Your Family. Your Future. Your Business. Let us help you protect what matters most.
Whether you are just getting started with saving and investing, have multiple accounts from former employers that you would like to consolidate, or you are entering or in retirement and looking to ensure that you do not outlive your savings, my team and I are here to help.
Will you run out of money is retirement? Do you have a tax diversified retirement strategy? In the event of a significant stock market downturn, will you have to work longer or retire with less? I understand your concerns, and I am here to help.
Do you have an old 401(k) from a previous employer? If so, should you just leave it there? Cash it out? Roll it over? Let's explorer your option to determine which is right for you
What would happen to your family's future if you didn't come home from work today? How would they manage financially? Do you want to provide financial security to those who matter most to you? If so, then life insurance is a good place to start.
Do you rely on your paycheck to pay bills, support your family, fund retirement or cover expenses? What if you became too sick or hurt to work, and your income suddenly stopped? If you would still need your income, then you should protect your income NOW.
What is your plan in the event that you need long term care? Who will take care of you? How will you pay for it? Don't wait until it is too late and your only choice is to self-fund a Long Term Care event. Now, while you are healthy, is the time to plan.
Whether you’re looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the business, my team and I can help.
As a financial advisor, my clients trust me to help protect what matters most to them: their future, their family, and their business. So yes, my business is personal.
When it comes to financial planning, there is no "one size fits all" solution. Therefore, my goal is to tailor a plan that is customized to meet and exceed your individual needs and objectives.
If you would like to discover why financial planning is so "personal" to me, then I invite you to read more on "why I do what I do".
There is no doubt that we are living in uncertain times. However, after 20 years in financial services, one thing is for certain: my commitment to my clients is unwavering, and that will never change.
~ Christopher Conti, Financial Advisor