I run a financial practice that aims to provide services such as comprehensive financial planning and wealth management services to professionals, families and retirees. I have thoughtfully designed my process to provide a platform for us to get to know each other and build a relationship that allows us to then make educated and informed decisions about your financial life goals.
MY goal is to demonstrate, in plain English, how I can deliver massive value by helping my clients make the most of their lives with what they have now, how to save and accumulate wealth and bring organization, clarity and confidence to an otherwise messy, complicated and intimidating subject: money.
There is no initial cost or obligation to meet with me! This allows us to discuss exactly how I can help you before you pay for my services or trust me with your hard-earned dollars. I have the capability to meet with clients nationwide virtually or in person at my office in my hometown of Austin, TX. Here are a few things I can help you with:
- Business planning strategies*—buying or starting a practice
- Debt management strategies (student loans, personal loans, credit cards)
- Own occupation disability insurance
- Life insurance
- Savings and investment management
- College funding strategies
- Tax minimization* and retirement preparation
- Inter-generational wealth management
I decided to become a financial advisor because I realized this was the best way for me to truly make a lasting impact in peoples' lives. I help my clients put together a strategy to accomplish their goals both short- and long-term by providing them with the knowledge, wisdom and perspective they need. This in turn brings confidence that they are on the path to achieving their goals.
If you would like to know more about how I can help you live your best life, give me a call at 512.610.1816 or send me an email at firstname.lastname@example.org!
Life in a Box
Chris is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Austin2801 Vía Fortuna, Suite 450
Austin, TX 78746