ClimbWise Financial Planning
Christopher Randall McGhee
Financial Advisor
Plan. Ascend. Enjoy. Your Path to Financial Peaks.
At Climbwise Financial, our mission is to help our clients go from today to mortality accomplishing their goals without financial worry. We do that while focusing on disinheriting the government and protecting against the things that could be roadblocks along the way. Our clients live abundantly, retire with dignity, educate children, impact their communities, and change lives because of the work that we do.
PLAN
Chart Your Course: Begin your journey with a detailed financial map tailored to your unique goals. Our team works with you to assess your current financial landscape, identify potential challenges, and set clear, attainable milestones. With a solid plan in place, you're equipped with knowledge and strategies to confidentially move forward.
ASCEND
Climb with Confidence: As you move through life's financial terrain, we provide ongoing support and adjustments to your strategy, ensuring you stay on track. Our team is by your side, with expert advice, market insights, and proactive solutions to navigate any obstacles. With each step, you're closer to reaching your financial summit.
ACHIEVE
Reach Your Summit: Celebrate the achievement of your financial goals with the peace of mind that comes from thorough planning and dedicated support. Whether it's a comfortable retirement, funding a child's education, or any other financial aspiration, you've arrived at your destination. Enjoy the view, knowing you've secured your financial future.
Our Impact
The starting point of any financial conversation should always be you- your family, your priorities, and your goals. Here, I'll listen to what's important to you and design a financial plan specifically tailored to help you get where you want to be.
Live Abundantly
Our clients experience a higher quality of life, enjoying the fruits of their financial planning with greater freedom and fewer worries.
Retire with Dignity
We ensure that our clients can retire with confidence and dignity, knowing they have the resources to maintain their lifestyle.
Educating the Next Generation
Our strategic planning helps clients provide the best educational opportunities for their children, paving the way for a brighter future.
Community Impact
With sound financial foundations, our clients are empowered to give back and make meaningful contributions to their communities.
Changing Lives
Through the work we do, we help our clients not only achieve their financial goals but also create lasting, positive changes in their lives and the lives of those around them.
Client Testimonial
I have been with Chris and his team since 2016. The guidance, support, and ease of investing with Chris has been incredible. Chris takes the time to explain exactly what we are doing, and breaks down information to help those not in finance really understand. He always wants you to know exactly what we are planning for, and where your money is going. His transparency is something we really love! Chris and his team are always available to answer questions, and will always get you on the books quickly if the conversation needs to be longer. Chris continues to help us set and maintain our financial goals. At 33 and 34, we know that we have already set ourselves up for immediate and future success, all thanks to the advisement of Chris!
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4