Building Bridges to a Lasting Legacy
Chris Barksdale
Financial Advisor
Experience - Empathy - Excellence
Obtain a Tailored Financial Plan That Aligns with Your Specific Goals and Priorities
Our commitment is to provide you with a financial plan that is fully aligned with your unique goals and priorities. We understand that everyone's financial journey is different, and that is why our approach is personalized and tailored specifically for you. By taking the time to truly understand your aspirations, values, and financial aspirations, we can create a comprehensive financial plan that addresses your specific needs. From mapping out your short-term and long-term goals, to assessing risk tolerance and designing investment strategies, our dedicated team helps ensure that every aspect of your financial plan is focused on prioritizing what matters most to you. With our expertise and attention to detail, you can have confidence that your financial plan will not only be comprehensive and effective, but also reflective of your individual priorities and aspirations. Let us guide you on your financial journey and help you achieve the peace of mind and financial success you deserve.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
