Chris Thelen

Chris Thelen Email and Phone Number

Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions @ Tax Management Services, Incorporated
green bay, wisconsin, united states
Chris Thelen's Location
Green Bay, Wisconsin Metropolitan Area, United States
Chris Thelen's Contact Details

Chris Thelen personal email

n/a
About Chris Thelen

Do any of these situations apply to you?1. My family would be impoverished or lose our home if I died or became disabled.2. I fear running out of money in retirement.3. I don’t like risking my nest egg with products correlated to the financial markets.4. I want to be able to choose my long-term care instead of relying on what Medicaid dictates.If so, I can provide you with affordable insurance and financial products that can take these risks off the table. Crowdfunding pages shouldn’t have to be the first option when an emergency happens to any family. I am on a mission to help you protect your financial future and eliminate unnecessary retirement risks.I entered the Insurance and Financial Services industry because I am passionate about helping protect families from the financial loss of a breadwinner’s income due to disability or death. When I was nineteen, my father passed away from a brief illness. If he had not had an insurance plan in place, we would have had to sell our home, and I would have had to quit school to help take care of my family.With over a decade of experience as a licensed insurance professional, I can provide top rated products help guarantee you financial security without using risky solutions or those correlated to the financial markets.I enjoy working with clients with a range of needs and situations. I have traveled extensively and enjoy learning about new people and places. I am dedicated to my faith and my family and enjoy playing sports with my children. In my free time, I like to make cheese, bread, and beer and play golf and baseball.Send me a message so I can help you secure your financial future.https://thelenfinancialgroup.com/

Chris Thelen's Current Company Details
Tax Management Services, Incorporated

Tax Management Services, Incorporated

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Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions
green bay, wisconsin, united states
Employees:
13
Chris Thelen Work Experience Details
  • Tax Management Services, Incorporated
    Retirement Risk Analyst
    Tax Management Services, Incorporated Feb 2023 - Present
    De Pere, Wisconsin, United States
    I help individuals, families, and business owners protect their financial future and eliminate unnecessary retirement risk using affordable insurance and financial solutions that will eliminate the potential for income insecurity pre- and post-retirement.I have access to top rated insurance and financial products that will help guarantee you financial security without using risky solutions or those correlated to the financial markets. Located in De Pere, Wisconson, I can assist anyone who is a resident of the United States. I currently hold life & health producer licsenses in Wisconsin, Minnesota, Arizona, Indiana, and Kansas. For those who desire to invest in the financial markets, I have partnerships established with experienced and trustworthy Wealth Advisors within the TMS practice.
  • Symmetry Financial Group
    Field Underwriter
    Symmetry Financial Group Nov 2022 - Present
    Green Bay, Wisconsin, United States
    I help protect families who have recently purchased or refinanced a home with affordable life and disability income insurance solutions to protect against financial loss, due to a premature death or long-term illness or disability of the borrower.
  • Knights Of Columbus
    Field Agent
    Knights Of Columbus Aug 2020 - Nov 2022
    Green Bay, Wisconsin, United States
    As a Knights of Columbus Field Agent serving Catholic families in De Pere, Ashwaubenon, and Howard Wisconsin. I specialize in life insurance, long term care insurance, disability income insurance, retirement planning, and annuity products such as IRAs, Roth IRAs, 401k Rollovers, and SPIAs. To learn more or to schedule a visit please contact me at (920) 401-1040 or visit christhelenkofc.com
  • Lindenwood Retreat & Conference Center
    Director Of Operations
    Lindenwood Retreat & Conference Center Jul 2014 - Jul 2020
    Donaldson, Indiana
    I was responsible to expand Lindenwood's outreach capacity and strengthen its quality of services through strategic planning; develop and implementing a direct marketing & sales plan; spiritual program development and facilitation; networking with churches and schools; budgeting; leading & motivating a team of co-workers to fully embrace the vision of our Center.

Chris Thelen Education Details

Frequently Asked Questions about Chris Thelen

What company does Chris Thelen work for?

Chris Thelen works for Tax Management Services, Incorporated

What is Chris Thelen's role at the current company?

Chris Thelen's current role is Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions.

What is Chris Thelen's email address?

Chris Thelen's email address is ch****@****ofc.org

What schools did Chris Thelen attend?

Chris Thelen attended Ku Leuven, Metropolitan State University.

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