We'll help you get there.

Christopher Price, CFP®, RICP®, ChFC® is backed by a team of specialists in investments and insurance, who bring different points of view and expertise to the products and services offered. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate conservation solutions. You receive advice and guidance tailored to meet the needs of you, your family and your small business.

















Our dedicated Financial Services Professionals can help you:










Understand which tax strategies may work for you. 

Through careful planning and investing, you can maximize tax-advantaged opportunities while reducing your state and federal income tax.


Maximize your retirement savings.

An employer-sponsored retirement plan is a start, but experts agree that how much you save, and when you start, will determine the type of retirement you can enjoy.


Establish an estate plan.

Creating an estate plan can assure that your assets will be transferred to your beneficiaries as efficiently as possible while minimizing tax consequences.









Make employee benefits work for you.


Employer-sponsored life, disability, health and retirement benefit plans are a cost-effective way to ensure your financial security is on the right track.


Protect yourself and your dependents.

Consider purchasing individual life insurance policies for yourself and your partner to help replace the lost income used to pay your mortgage and day-to-day expenses in the event of death. Also consider disability insurance to help replace a portion of your income if you become disabled and are unable to work.


Be smart about education needs.

There are investment vehicles specifically designed for funding a child's or grandchild's education that can provide attractive savings options with no income restrictions on contributors.