"A Sophisticated Approach to Building Wealth"

 










 

 

 

 

          Chris Fess                        Knowel 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.

 

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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