We provide multi-generational planning and portfolio analysis and review to business owners and high-net-worth individuals in order to help define their legacy and plan the future they deserve.
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We are a team of hands-on financial professionals who want to simplify the process. We teach you how to easily understand your wealth in a way that provides you with basic knowledge and actionable advice. In return, this will help you paint a clearer picture of where you are today and where you want to be in the future.
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Our firm goes beyond a one-size-fits-all philosophy. We provide two different models to address your needs. Whether you are looking for a fee-based financial planner or simply a financial professional to help develop strategies for a portion of your assets, we can serve in the capacity that is appropriate for your situation.
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If you’re ready to get started, we are here to help! Schedule a consultation with us so we can discuss your questions, concerns, and goals one-on-one.
Learn the key differences between 401(k) and IRA accounts, contribution limits, tax benefits, and how to combine them for a smarter retirement strategy.
Learn smart Social Security strategies to maximize retirement income, coordinate spousal benefits, and choose the right claiming age for your goals.
Learn how real families build lasting generational wealth through financial literacy, planning, mentorship, and smart asset growth. A legacy-focused guide.
Email Chris Price Financial Planner | 954-625-1531
1000 Corporate Drive, Floor 7, Fort Lauderdale, FL 33334
Business Hours: Mon-Thu: 9 AM-5 PM | Fri: 9 AM-4 PM | Sat-Sun: Closed
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Chris Price Financial Planner 954-625-1531
1000 Corporate Drive, Floor 7, FL 33334
Disclosure: Securities and investment advisory services offered through qualified registered representatives of MML Investor Services LLC. Member SIPC. We have agents licensed to sell insurance in the following jurisdiction(s): AL, FL, GA, IA, MD, MI, NC, NE, NY, OH, SC, TX, VA. We have agents licensed to sell securities in the following jurisdiction(s): FL, PA, IN, CO, GA, KY, WI, NY, NJ, MN, NC, OH, UT, NE, TX, SC, MA, MD.
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