Why Use Our Services

Planning for Your Financial Objectives Comes First

Our number one priority is to help you achieve your financial goals.  Our approach has been designed to help you prioritize financial objectives and identify strategies to accumulate, protect, convert and transfer your wealth.  Such objectives may include:

  • Determining your net worth

  • Analyzing your asset allocation

  • Retirement planning

  • Education funding

  • Maintaining or enhancing your lifestyle

  • Preparing for a major purchase

  • Family and/or income protection

  • Converting wealth to income

  • Creating a legacy or estate planning

Our efforts are focused on high-touch financial planning and asset management for the Baby Boomer, the Transitioning Retiree and the Small Business Owner.  We will only take on clients with whom we have an interest, and with whom we believe we can build and maintain a sound partnership over time.  Our competitive edge must be the fusion of people, knowledge, communication and passion into an experience that is as rewarding emotionally as it is financially.  Our personalized services and strategies are customized to your individual financial needs and goals.   

Life Planning

At Chris Eller, The Retirement Specialists, we view ourselves as not just financial planners, but as "Life Planners."  Life planning is more than saving for a goal and investing for return...life planning is about:

  • being prepared for what life brings our clients and knowing how they will best financially handle it before it happens.

  • helping our clients take control of adversity and opportunity so they can focus on the experiences ahead, not on the vehicles taking them there.

  • organizing our client's financial well being in a comprehensive matter so they are able to experience the quality of life that their finances should afford.

    Our Life Planning Process                    Our Firm                    Our Team