Christopher Lee Heerdegen, CFBS*
BA, University of Toledo (1991)
For the past 22 years, Iíve been helping small business owners and everyday, hardworking people plan for the retirement lifestyles they desire. I can help you plan for your greatest dreams, and make recommendations to help protect your hard-earned retirement savings.
Personal Attention, Customized Planning
When I first meet clients, I listen more than I talk. It helps me do my job better. Iím truly interested in finding out about you. You can talk to me about anything, and Iíll pay attention to what you have to say.
As your financial advisor, Iíll ask you questions about your financial goals, hobbies, travel plans, or any other quality of life issue that may affect your future. This knowledge helps me create a comprehensive plan that takes every aspect of your life into consideration.
A Talent for Communicating
The investment process can be difficult to grasp. I make it easy. How? I throw out the technical jargon and talk in everyday English that makes sense.
As a part-time college instructor teaching courses on retirement planning, Iíve learned how to break down financial concepts into clear and simple terms.
When you work with me, youíll always know where you money is being invested, and how it is working to help reach your financial goals for you and your family. In fact, I encourage the active participation of your children or heirs, and consider their input an important part of the planning process.
Putting Family First
As a husband and parent of a college student, I understand the importance of helping you protect your familyís financial security. My number one goal is to help protect what you have, while offering opportunities to increase your net worth.
Iíll work with you to create a retirement plan that reflects the family-centered lifestyle you value. My diversified approach to financial planning balances your desire to grow income with your wish to stay within your risk tolerance.
With more than 22 years of retirement and financial planning knowledge, Iím an experienced guide you can count on to help plan for the retirement of your dreams. Give me a call today.