About me
Wealth management advisor, Chris Lucatorto, has an extensive trading background and a passion for investments. He and his team have been able to help maximize our clients financial potential though personalized planning, a proactive approach and consistently proven tactics.
At his time at Northwestern Mutual, he has been recognized both regionally and nationally- while maintaining integrity and our client first approach.
How we can help
We create in-depth financial plans, customized and unique for each situation.
The area's we primarily focus on include:
-Investment planning
-Retirement planning
-Risk management and protection
-Business planning
-Financial review & budgeting
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning