Specialties
About Me
In short, I’m a father of two boys and a little girl.
Family is my number one priority in life. Most of my free time is spent with them (if I am not locked away studying) or being involved with our local church. I have been a small business owner, a corporate sales guy, and a Naval Intelligence Officer. I have earned an MBA from Indiana’s Kelley School of Business and a Master of Science from Boston University. My mission for my clients is to take a tax efficient approach to financial planning through the intelligent integration of investment and risk management solutions. I see a lot of folks with the below problems: • Information overload leading to confusion about the “RIGHT” thing to do • The demands of work and family leave little time for PROACTIVE PLANNING • Unwittingly allowing TAXATION to reduce long-term returns • Lack of a trusted partner to talk through complex issues I overcome this through tax mindful strategies to convert your earnings into the means to live the life you want both now and later. • Diagnosing your problem areas through a comprehensive financial assessment • Collaborating on a treatment plan with you to work towards financial wellness goals • Monitoring your fidelity to the plan through quarterly check ups • Delivering confidence that you ARE now doing enough to KNOW that you will always lead a life of dignity without being a burden to others
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC®, CLU®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Christopher Morin is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Investment advisory services provided as an Advisor of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI, a subsidiary of NM and a federal savings bank. Investment brokerage services provided as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to Northwestern Mutual (NM), the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites.