Togetherness

For Individuals and Families

Financial Security is often a major objective in each of our lives. How the idea of financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, Chris Palmer and his team will be able to let you know where you stand relative to where you want to be, and be able to provide you with specific solutions, wealth accumulation and risk management, any education funding, retirement planning that can help make your goals a reality. We can put together a plan that can solve all of your headaches and leaving you to arrive into retirement well positioned. There is a huge difference in getting there versus arriving well positioned. Lets thrive and not just get by!

 

Medical Professionals

What I have found is that people in the healthcare industry end of being overlooked and under resourced in the ways of financial planning or financial growth, so Chris’s goal is to change that because you guys are underappreciated. Chris aims to be a beacon in the community to help change the narrative and really be able to touch the lives of those work so hard! Through school through everyday life and having to juggle family and debt too often are you unable to even give the needed time to plan financially. Let us help you make that change!

Athletes

As former professional athlete Chris is aware of what life looks like on the daily for many professional athletes. Too often we see stories of athletes losing it all when all could have been taken care of with a plan. It is easy to put off planning; we are here to educate you on what Financial steps take priority over others! 

Military and Law Enforcement

Having served active duty, Chris is well equipped with the knowledge of everything offered while serving as well as life post allowing the individuals that he works with to transition smoothly into civilian lifestyles.

Business Owners

Chris Palmer helps business owners attract, retain, and retire great people through the creative use of benefits.

Our Principles

Prioritizing you and your family — always.

Listening actively and intently.

Building and cherishing strong, transparent relationships.

Simplifying financial complexity.

Focusing on the “why” behind every recommendation.

Enhancing financial plans and adjusting as circumstances change.

Delivering the highest level of service.

Guiding, educating and co-creating solutions with our clients.

Conducting ourselves with integrity, transparency, and honesty.