Our Blog

Passing Your Family Business on to the Next Generation

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Family businesses are a major component of the U.S. economy, contributing to 57% of the national GDP and employing 63% of the workforce. Yet only 13% are successfully passed...

October 17, 2022

Chris Price Video YT Is A Recession Likely

VIDEO: Is a Recession Likely to Hit? How We Watch Over Your Money

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P®Our world is very uncertain these days. No one likes this level of uncertainty, and the markets dislike it even more. Many economic leaders are predicting a recession is in...

September 26, 2022

What Florida Business Owners Need to Know About Retirement

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are roughly 2.5 million small businesses in the state of Florida. (1) Small businesses are a powerhouse for job creation and keep our state’s economy booming, supporting about...

August 30, 2022

Common Financial Pitfalls of High-Income Earners

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Some people might think high-income earners have it easy when it comes to saving money, but that’s not necessarily the case. Sure, with a higher income you might have...

August 2, 2022

Chris Price Video YT What's Going On With Inflation

What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay (Video)

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® It’s no secret that inflation is historically high right now—we’re watching the value of our money degrade right before our eyes with no clear end in sight. Watch this...

August 1, 2022

Is Your Money in Too Many Places?

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® How many investment accounts do you have in your household? Three? Five? Or maybe even 10? Whether they accumulated over the years from previous employers or you opened them...

June 21, 2022

Get Started Now

Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Not only do you need solutions and strategies for your future, but you also...

May 31, 2022

Financial Planning for When the Markets Defy Gravity

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Since COVID-19, many of us have been left to pick up the pieces of our businesses and our investments. With such an unexpected hit, it’s been difficult to find...

May 10, 2022

Why I Became a Financial Advisor

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® When you know, you know. That was absolutely the case when I decided on my career path. It all started in college when I took a financial planning class....

April 18, 2022