Christopher Schofield Email & Phone Number

I’ve always had a passion for self-improvement, and I’m now driven to improve the lives of others. My mission is to provide each and every person I talk to with a sense of financial security, independence, and growth. Every day, I continue to touch more and more lives as I build my practice. Without my amazing financial planning team, none of this would be possible.🎯 Goal Setting & Prioritization: Collaborating closely with you to identify and articulate your true financial objectives. I help you define clear, measurable, and realistic goals, whether it's buying a home, funding your children's education, planning for retirement, starting a business, or leaving a lasting legacy. Together, we determine the order in which to pursue them, regularly review your progress, and make adjustments as needed to help ensure that you're maximizing progress towards what's most important for you.🏡 Retirement planning: Helping you envision and plan for a fulfilling retirement, including strategies for retirement income, tax efficient savings, and wealth preservation.📊 Tax Planning: Conducting a thorough review of your financial situation to identify potential tax saving opportunities and areas for improvement.🏢 Real Estate: Creating comprehensive strategies that maximize the potential of real estate in your financial portfolio.🔒 Risk Management: Evaluating your insurance coverage, including life, health, disability, and long-term care insurance, to protect you and your loved ones and address charitable aspirations.🏘 Estate Planning: Collaborating with estate planning attorneys to establish comprehensive plans that preserve your legacy, protect your loved ones, and address your charitable aspirations.📈 Investment management: Developing personalized investment portfolios that align with your risk tolerance, time horizon, and financial objectives, while actively monitoring and adjusting them as market conditions evolve.