
The Importance of Benchmarking Your 401(k) Plan (Video)
By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are a number of challenges in running a business today. You have to create a great service
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.
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.
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.
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.
By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are a number of challenges in running a business today. You have to create a great service
By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Making decisions leading up to and during retirement can be an overwhelming process. Having a trusted financial professional
By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Choosing a financial advisor can be a daunting task, as there are many titles and roles in the
Email Chris Price Financial Planner | 954-625-1531
1000 Corporate Drive, Floor 7, FL 33334
Email
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.