FESS «» McGRAW

A “Retirement Strategy Session” can help bring your retirement dreams alive. That's where the commitment to one-to-one, face-to-face financial sessions really makes a difference. Reviewing every aspect of your finances — that way, working together, you can get the best picture of where you are and what you need to do to achieve your dreams of what's ahead. With this, they create a tailored Retirement Strategy —  one that encompasses your entire financial life.

Truth is, in life things change. You might switch jobs, or move, or take on an extra financial responsibility. There will be changes in the market and in the economy. From time to time, you'll need to adjust your strategy — make course corrections to stay on track. It’s important to meet quarterly to help you evaluate your progress, to determine necessary adjustments keeping you on your path realizing and enjoying your dreams. Chris and Knowel are available for regular checkup meetings or for any situation which might require immediate attention. The commitment to you is not just for today, but for all of retirement.

 Unlike most firms, Fess<>McGraw does not use a pre-designed “cookie cutter” portfolio approach.  They work with clients to design portfolios that meet their specific objectives, time horizon and risk tolerance. The focus is on an unbiased selection of world class investments, not on product sales. Chris and Knowel integrate your investment portfolio with your overall retirement strategy, taking into account your goals, assets, fears, desires, and dreams.

Christopher C. Fess:

Chartered Financial Consultant

Chartered Advisor for Senior Living

Chartered Life Underwriter
Investment Advisor Representative (Series 65)

General Securities Principal (Series 24)

Stock Broker (Series 7, 6, & 63)

Chris has conducted hundreds of seminars and workshops for companies, associations, groups and organizations around Arkansas and North Texas educating and informing the public on financial management and asset protection. Chris has also been an instructor the University of Arkansas Adult Division of Continuing Education. In the last 18 years he has taught and educated over 5,000 people and prepared 3,000 financial plans. He is known for his high-energy teaching style and his passionate belief that financial planning can change and improve people’s lives.

Knowel McGraw:

Retirement Investment Strategist

Knowel McGraw started in the Investment Industry 1990 helping Families manage their financial assets for retirement. In addition he was worked with some of the nation’s largest investment management companies.

Knowel gained a unique perspective by working with Families and their private money then later working inside some of the nation’s largest investment firms where the investments are “created” and “marketed’’. He has truly seen both sides of the investment management world while working with virtually every major brokerage house and their “advisors” in his capacity as a Regional Vice President.

This experience provides insights that very few can offer on how “Wall Street really Works” for and sometimes against the individual investor.

Knowel began working with Chris several years ago on large and complicated Estates and Families with special considerations. During this time Knowel realized what an extraordinarily dedicated Investment Professional Chris was in always placing his client’s needs first and foremost.

Knowel has worked with literally thousands of “advisors” over the years in many different areas of the country and never saw one as Professional, Caring and Competent as Chris. When the opportunity presented itself to partner with the Advisor Knowel most respected he was honored to join.  Knowel originally from Chicago has lived in Plano since 1998 with his wife Zohreh and son Zack.