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  • About Us
    • Our Guiding Principles
    • Meet the Team
    • What is a Financial Advisor?
    • What is a Fiduciary?
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    • Financial Advice Videos
  • Our 6 Step Process
    • Engagement Call
    • Discovery Phase
    • Analyzation Phase
    • Plan Presentation
    • Implementation
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    • The Six Key Areas of Financial Planning
    • Advice Based Model
    • Solutions Based Model
    • Personal Services
      • Retirement Planning
        • Withdrawal Strategies
        • Social Security Benefits
        • Pension Income
        • Annuities for Guaranteed Income
        • Managing Taxes in Retirement
        • Benefits of Rolling Over into an IRA
      • Retirement Account Rollover
        • Direct Rollover
        • Indirect Rollover
      • Retirement Accounts
        • 401(k) Plans
        • Traditional IRA
        • Roth IRA
        • 403(b) Plans
        • 457 Plans
      • Variable Annuities
        • Riders for Variable Annuities
        • Death Benefit Rider
        • Long-Term Care Rider
      • Fixed Annuities
      • High-Yield Savings, Money Market, and CDs
      • Medical/Health Insurance and Medicare
      • Long-Term Care Insurance
      • Disability Income Insurance
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      • Equities (Stocks)
        • Types of Investing Strategies
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Read more about the article VIDEO: Is a Recession Likely to Hit? How We Watch Over Your Money

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

  • Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
  • Post published:September 26, 2022
  • Post category:Market Updates

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…

Continue ReadingVIDEO: Is a Recession Likely to Hit? How We Watch Over Your Money
Read more about the article What Florida Business Owners Need to Know About Retirement 

What Florida Business Owners Need to Know About Retirement 

  • Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
  • Post published:August 30, 2022
  • Post category: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…

Continue ReadingWhat Florida Business Owners Need to Know About Retirement 
Read more about the article Common Financial Pitfalls of High-Income Earners

Common Financial Pitfalls of High-Income Earners

  • Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
  • Post published:August 2, 2022
  • Post category:Retirement

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…

Continue ReadingCommon Financial Pitfalls of High-Income Earners
Read more about the article What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay (Video)

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

  • Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
  • Post published:August 1, 2022
  • Post category:Market Updates

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…

Continue ReadingWhat’s Going on With Inflation? 3 Reasons Why It’s Here to Stay (Video)
Read more about the article Is Your Money in Too Many Places?

Is Your Money in Too Many Places?

  • Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
  • Post published:June 21, 2022
  • Post category:Investment Planning

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…

Continue ReadingIs Your Money in Too Many Places?
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Email Chris Price Financial Planner | 954-625-1531

1000 Corporate Drive, Floor 7, Fort Lauderdale, FL 33334

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Chris Price Financial Planner  954-625-1531

1000 Corporate Drive, Floor 7, FL 33334

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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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