Professional Planning Services
Professional Planning Services
As President & CEO, Chris has over 30 years of experience in the financial industry. Chris focuses on comprehensive planning for families, business owners and executives. He has helped hundreds of families take a commonsense approach to their financial planning. Chris holds the Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) and Certified College Planning Specialist (CCPS) designations from The American College. He also achieved the NSSA (National Social Security Advisor) Certificate which qualifies him to help retirees select the best time to access social security benefits. Chris recently completed his Certified Long Term Care designation (CLTC) to better help his clients navigate extended care of a loved one and their families.
Chris will always put his client’s interest first. His holistic and educational approach allows him and his team to use their insurance licenses and investment advisor strategies to build custom solutions for the public. These credentials are testaments to his skills for developing lifetime income in retirement. Lastly, Chris is a partner of the Eagle Team Financial Pros, a financial services training organization and a Master Mentor of the Money-Trax system and Circle of Wealth. Chris and his partners at the Eagle Team Financial Pros were recently made partners with Simplicity Group out of Summit New Jersey. This is a huge resource for all Chris’s clients and the advisors he helps oversee. As a mentor and trainer, Chris helps advisors across the country with their client’s unique situations. Chris is a United States Navy veteran whose training in mechanical engineering gives him an inherent ability to solve problems. He is also a loving husband & proud father of four children. In his free time, he trains in self-defense and enjoys hopping on his Harley Davidson.
What we Do
Retirement Income Planning
Annuities & Financial Products
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Professional Planning Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Professional Planning Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.