Meet Christopher Letendre: a licensed professional in the financial advisory and securities industry. He has been in this business for nearly 30 years and has worked extensively in the fields of securities, annuities, and life insurance. Presently, he’s focusing primarily on retirement planning. Having worked in the investment advisory field all these years, he possesses essential knowledge of a wide-ranging concept of money, and how to apply it in a constructive way to achieve the ultimate favorable results.
Christopher Letendre has a Bachelor of Science (BS) Degree in Marketing, Business Management, and Related Support Services, which he received upon graduating from Southern New Hampshire University. Currently, he works as an independent investment advisory representative at Brookstone Wealth Advisors, LLC, and Cape Wealth Retirement Advisors. He is a Registered Investment Advisor (RIA) with the state of Massachusetts, and he’s licensed to work in Massachusetts, Florida, and Texas.
Importance and Necessity of Instating an Appropriate Retirement Plan
As you approach your retirement years, you’ve lived through enough financial crises to learn that specific planning for this next season of your life is especially crucial. In addition to considering day-to-day and basic living expenses, being prepared for financial crises should also be incorporated into each retirement plan. Chris Letendre recognizes the significance of readily providing accurate and realistic financial advice and services to produce a comprehensive retirement plan that will aptly suit his clients.
Beginning Retirement Planning
Chris Letendre will start by obtaining a complete evaluation of all your assets. This includes an all-inclusive review of your income by determining the following:
- Asset management includes Social Security, Medicare, Medicaid, and work income.
- Legacy and estate planning.
- Learning about your long-term goals and objectives.
After acquiring the necessary information from potential clients, Chris Letendre proceeds to put together a plan that incorporates the fulfillment of all the goals and objectives stated by his clients. He’s unique in how he seeks to work in areas that some may not consider, such as setting up the distribution of money and other assets in a way that will avoid the possibility of his clients outliving their retirement incomes. Although he’s not a tax advisor, he knows enough about tax laws to work with you to help decrease the negative tax effects that can occur when dealing with retirement assets and income.
Christopher Letendre: Producing Retirement Accounts That Will Endure for the Life of His Clients
When it comes to retirement, the overall goal is to be able to live as comfortably and confidently as possible with your finances in your later years. It would be best to work with an advisor who’s an expert in financial business matters; one who will strive to anticipate all foreseeable projections and meet them with the appropriate calculations for achieving positive outcomes. You’ll want to work with someone who will deliver a lifeline to your future that will provide as much comfort as needed to allow you to continue living your life in a practical and fulfilling way. Contact Chris Letendre @ Chris@caperwa.com to find out what good news he may have for you.