“Both Chris and Tom were so instrumental in showing us that we didn’t have to take too much unnecessary risk, yet still get a great retirement income stream that we absolutely can count on for our lifetimes.”

“Really interesting and thorough approaches and a full review of how both our college plan and our retirement plan had way too many variables and unknowns. They then went about crafting a unique plan of attack that has done exactly what they said it was going to do and we feel so much better about our future and our ability to have lasting income.”

“Chris took us through multiple meetings and we discussed our full college and retirement challenges – and then he and his team were able to set us up with a very creative and specific plan of attack where we were able to tackle each challenge and really understand how risk and taxation were going to be critical obstacles that we had to address.”