Christopher C. Fess, ChFC, CLU, CASL
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 is 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 Financial 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 integrates 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
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