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About Me
- Chris Wicks CFP
- What do I do? Over the years I have found that most clients' financial planning requirements can be broken down into eight principal areas: • Retirement Planning • Risk Management and Insurance • Investment Planning • Estate Planning • Long Term Care • Education Funding • Debt Management • Business Planning How can I help? People think that what I do is arrange pensions, investments and insurance to meet specific financial goals such as: providing for a secure retirement, funding for education costs or provision for their family in the event of their death or incapacity. As a matter of fact, I do these things but the most important thing that I do is to help them achieve their lifetime financial goals.