Christopher Clepp Email & Phone Number

I am a native Chicagoan, father of 3 wonderful children, and a 20 year veteran of the financial services industry. -I am passionate about working with business owners who would benefit from having an objective partner in their financial lives. -I am trying to help my clients realize their best selves. We use financial tools to help them achieve the freedom, control, or time that they desire. How do I know if I'm a good fit?-Business Owners between 35&55 who want to have the ability to make work optional-Household income of at least $150,000-People who want to delegate so you can spend more time with the people they care about and doing the things they loveWhat is the benefit of working with Chris?-Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are-Knowing there will be a day when you can make work optional so you can have a defined goal to work towards.-Optimize insurance policies to maximize coverage and reduce costs.-Proactive tax planning to minimize your lifetime tax bill-Provide financial partnership and help solve your financial problems so you can focus on the most important things in life I love working out, cooking, bourbon and cigars. Please note: While I appreciate endorsements of my services, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations.I can be reached at (312) 850 3600 x16 or you can schedule at https://app.acuityscheduling.com/schedule.php?owner=12813504&appointmentType=1941784Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through the O.N. Investment Management Company

Listed skills include Financial Planning, Disability Insurance, 401 Retirement Savings Plans, Life Insurance, and 30 others.