Services & Expertise

Retiree Financial and Insurance Services offers a wide array of services to help business owners, individuals and families address their financial needs with cutting-edge products and services to help them grow, protect and conserve their wealth. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. For entrepreneurs, we create and execute customized strategies to help our clients meet their objectives. Some of our key services are detailed below.

Personal Solutions

  • Wealth Management* and Retirement Planning
  • Financial Planning*
  • Estate Planning
  • Asset Protection
  • Charitable Planning
  • Investment Management*
  • Disability and Extended Care Needs
  • 401(k) and IRA Rollovers*

Business Solutions

  • Executive Benefits
  • Succession Planning
  • Key Person Insurance
  • Funding Buy-Sell Agreements
  • Funding Deferred Compensation

*Wealth Management, Financial Planning, Investment Management, 401(k) and IRA Rollover services offered through Chris’s affiliation with Eagle Strategies.