Chris Price - Financial Planner

11/08/2022

In October, I had the pleasure of presenting at the GLC 401(k) seminar. Thank you to all who attended!

10/31/2022

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.

As financial advisors in Fort Lauderdale, FL, we specialize in retirement planning and wealth management. Schedule your free review today!

10/28/2022

Let's discuss how the 3 bucket strategy works for retirement and how it may alleviate concerns about not having enough liquidity, and we hope to clarify your thoughts on the subject.

As you begin to plan for retirement, you will get several recommendations from financial consultants, friends, business colleagues, and your study. The one thing that all of these proposals have in common is the vast array of alternatives that it reveals. The good news is that no matter what your si...

10/28/2022

Understanding the lifestyle you want in retirement is crucial to calculating how much money you will need and the steps you need to take to get there.

Here are some questions to ask yourself when thinking about retirement:

Are you a Florida business owner worried about retirement? Here is what you need to know about planning a successful retirement.

10/26/2022

We want our clients to know we’re here to help them no matter what. If you want to know more about how we can help you, schedule an introductory call.

10/21/2022

Part of our approach includes addressing 6 key areas (outlined below); we look at your entire financial picture and discuss how your 6 key areas can work together in harmony.

As Financial Planners in Fort Lauderdale, FL, we specialize in Retirement Planning and Wealth Management. Schedule your free review today!

10/19/2022

There’s not much that’s more fulfilling than knowing you’ve made a difference in someone else’s life. My motivation lies in doing the best I can for every client I serve, growing in my role, and always striving for excellence.

I decided the most significant impact I could make in someone’s life would be to become a financial planner.

10/18/2022

Are you ready to pass your family business to the next generation? Here’s how to tell.

10/17/2022

Christopher Price enjoys helping people feel confident about their financial future. Much of his work also involves teaming up with nonprofit organizations to provide workshops that inspire financial literacy and confidence.

As Financial Advisors in Fort Lauderdale, FL, we specialize in Retirement Planning and Wealth Management. Schedule your free review today!

10/14/2022

As a high-income earner, proactive financial planning is necessary to help ensure that you make the most of your wealth. Don’t let yourself fall victim to these financial pitfalls:

As a high-income earner, proactive financial planning is necessary to ensure you make the most of your wealth. Avoid these 3 common financial pitfalls!

10/12/2022

We offer ongoing advice. We monitor your plan and make updates periodically based on changes to your overall goals, objectives, and life events.

Our 6 Step Process A Relationship Built on Trust & Your Vision Our financial planning approach is designed to educate and advise you, keeping in mind what you value most. Our process is about teaching you how to best handle your assets now and for years to come. As a team, we value consistent commun...

10/10/2022

Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most. Contact us today to get started.

Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.