Christopher June, Cfp® Email & Phone Number

My name is Chris June, and I enjoy helping people of all ages grow their net worth, plan for retirement, and manage their investment portfolio.I'm a Certified Financial Planner professional and have spent the last 20 years advising my clients at Sweeney Financial Management (SFM) on the best way to plan their financial lives. I provide a completely customized approach to helping client's manage their finances. I love what I do and am passionate about helping people increase their net worth and retire comfortably. If you are interested in learning more about myself or Sweeney Financial Management (SFM) please feel free to contact me and visit our website at www.sfmllc.net.Email: cjune@sfmllc.netPhone: 603-625-8400

Listed skills include Investments, Asset Allocation, Investment Strategies, Wealth Management Services, and 14 others.

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  Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor

  Sfm Sweeney Financial Management

  Mar 2002 - Present - Manchester, New Hampshire, Us

  SFM, LLC (SEC License #801-79426) is a "Fee-Only" Registered Investment Advisor, established in 1998, based in Manchester, New Hampshire. We provide financial advice, personal financial plans and portfolio management services to individuals and business owners. "Fee-Only" means we do not, under any circumstances, accept commissions for selling products. This helps eliminate conflicts of interest and allows us to select the best investments for you with very low transaction costs. We disclose all fees up front. We are members of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the New Hampshire Society of Certified Public Accountants. What can we do for you?We can help you plan and execute a successful retirement. Many people come to us with a collection of IRA's, 401k's, savings accounts, and other investments and ask the question, "How and when can I retire with all this stuff?" Another common question we are asked is, "What's the best way to set aside money for my kid's college?" Another is, "When I retire, which account should I use for living expenses and how much am I able to take out?" These are the questions we can answer and help you implement the solutions. If you have a more complicated situation, we can usually help with those issues as well.Our philosophy at SFM is to help everyone who contacts us. Our clients run the gamut from an 85 year old widow living in an assisted living facility to a 23 year old software consultant trying to get a head start on saving for retirement. Our typical client is middle-aged and starting to more seriously consider retirement. We manage portfolios from $100,000 to several million dollars. Our fee structure is very competitive.Website: www.sfmllc.netIf you are interested in learning more about myself or Sweeney Financial Management (SFM), don't hesitate to contact me at (603) 625-8400 or cjune@sfmllc.net