Chris Murray offers more in depth advice concerning retirement via a download on your mobile device. Text the word "retirement" to 301-683-5360 to obtain this information.

See omnystudio.com/listener for privacy information.

Chris Murray offers more in depth advice concerning retirement via a download on your mobile device. Text the word "checklist" to 301-683-5360 to obtain this information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

STEP 1: THE FRESH APPROACH

This complimentary meeting gives you the opportunity to discuss your most important financial, lifestyle, and retirement goals and concerns. We will assess your current strategy and explore how to bring it more in alignment with your financial goals.

STEP 2: GREAT EXPECTATIONS

Together, we will identify your needs, as well as the specific challenges, opportunities, and strengths, that currently exist in your financial situation.

STEP 3: CRITICAL INVESTIGATION

Our staff will conduct extensive research and analysis of your current assets, risk tolerance, and external economic and financial factors. We will then construct a clear, logical financial plan to help you achieve the goals we discussed in The Fresh Approach (Step 1).

STEP 4: A PANORAMIC PICTURE

In a comprehensive, face-to-face meeting, we will review all the options and opportunities outlined in the retirement strategy we created to help you achieve your income goals. If this strategy makes sense to you, this is when you may engage our firm to manage your strategy going forward.

STEP 5: THE ENFORCER

For assets under management, we provide ongoing monitoring of changing financial needs, economic events, and financial markets. Our service to you includes periodic rebalancing of your portfolio, ensuring that your risk tolerance and asset allocation are up to date.

STEP 6: RELATIONSHIP MAXIMIZER

We are deeply committed to our clients, and it shows in the way that we provide them with useful and beneficial information and communication, including regular in-person meetings, written correspondence, email updates, and informational forums. It is our hope that both of us get the most out of our partnership.

STEP 7: PASSING THE TORCH

Your trust and confidence in our firm are essential to our success, as is the growth of our client base. We are constantly seeking like-minded clients to help build a successful and sustainable future, and we greatly appreciate your referrals to our firm.

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More Financial News from Chris Murray

 

Now live at 6:00 AM and 1 PM each Saturday.

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Dr. Bruce Ashford has been teaching at Southeastern since 2003 and became the provost in 2013.  His goal in teaching is to encourage his students to bear witness to the truth, goodness and beauty of the gospel and to work out its implications in all facets of their lives and in all dimensions of culture. Ashford defended his dissertation on “Ludwig Wittgenstein’s Impact on Anglo-American Theology,” is the co-author of One Nation under God: A Christian Hope for American Politics (B&H, 2015), the author Every Square Inch: An Introduction to Cultural Engagement for Christians (Lexham, 2015), and is the editor of Theology and Practice of Mission (B&H, 2011). His primary interest is public theology; his secondary interests include philosophy of education, theology of mission, theological method, and contemporary theology. He is married to Lauren, with whom he has two daughters (Riley Noelle, Anna Katherine) and a son (John Paul Kuyper). He is an elder at The Summit Church (Raleigh-Durham, NC).

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See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

A new Time!  These shows may now be heard at 6:00AM and 1:00 PM each Saturday.

See omnystudio.com/listener for privacy information.