Ask us how legal changes to the Pension Reform Act and The Secure Act affect you !
Enjoy security in retirement
Christo Financial was founded by a partnership of like minded financial professionals to provide our clients with peace of mind in retirement.
We achieve this goal by implementing safe and effective financial solutions that solve the two main concerns of Baby Boomers retiring in the United States today.
Studies show those two main concerns are:
1. How can I guarantee I will have enough income to last the rest of my Life?
2. How can I protect my assets without buying long term care insurance?
Our team of experts would love to help you find the solutions that are right for you.
Please give us a call today!
Christo Financial
Bill Christo
President/Christo Financial LLC.
Wealth Management
Investments
Retirement Income
Tax-advantaged Long Term Care
Capital Gains Tax Deferral
Prepare ~ Protect ~ Retire
About Us
Interested in seeing how a plan might work for you?
Do you think you would be happier and more financially confident if you had full control of your financial future? Would you feel better if you no longer had to worry about how Stock Market Volatility might affect your Income and Lifestyle in Retirement?
In Strategic Partnership with several extremely talented money managers and some of the largest, well known and most highly rated investment and insurance companies in the world, we have helped thousands of clients just like you grow and protect their wealth!
In addition to your Social Security, would you like to have another reliable paycheck you can count on to pay your bills every month and have it guaranteed for life?
That is exactly what a Personal Pension will do for you.
Would you like to learn how to set one up that will give you monthly income for life ?
When you think about taking distributions from your retirement accounts, have you considered your tax consequences ?
Do you think taxes will be higher or lower in the future?
Have you thought about the different ways of possibly taking your distributions in retirement on a tax-free basis?
Were you aware that long term care expenses are the number one reason people become completely broke and dependent on others in retirement?
If there was a better, more affordable way to fund your long term care, would you like to know about it?
Do you have a highly appreciated asset to sell but would like to defer your capital gains tax? We can do that as well!
If you are willing to listen, we will help you learn exactly what all your options are!
we are experts in this field - Contact us today
Would a Personal Pension that protects your money from loss and provide a steady paycheck for life help you be happier and more financially confident now and in retirement?
Would knowing your long term care costs will not disrupt your retirement plans or your family members lives, help you sleep better at night?
Providing answers and offering solutions that address these common concerns is what we do for our clients everyday.
While we offer full advisory services and Comprehensive Wealth Management, we are dedicated to creating Personal Pensions and tax free Long Term Care!
There are many ways to do this depending on your personal situation. We are experts in this area of Financial Services!
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Contact Us
It is never too early to get started on your Personal Pension and Long Term Care Plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Christo Financial LLC.
12 Richard Road, Rye, New Hampshire 03870, United States
Bill Christo President/Christo Financial LLC. The Private Pension Group The Estate Planning Team (603) 765-2795 Bill@christofinancial.com
Hours
Monday - Friday: 9am - 6pm or by appointment
Saturday - Sunday: by appointment only
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Copyright © 2018 Christo Financial LLC - All Rights Reserved.
Christo Financial is a financial advisory firm and provides advice on insurance and investment company products. Our Private Pension Consultants are licensed representatives of Christo Financial are fully licensed to provide insurance and securities advice. Christo Financial will never directly hold or accept funds. All financial transactions will be done through transfers directly to the financial firms chosen to hold our clients funds. All investments have fees associated with them. No company can successfully provide investment services without charging fees. It is impossible. Some fees may not be directly paid from the clients account. Your advisor should have no problem explaining the fees related to any financial product you are discussing.
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From time to time we may post third party information from the internet that we believe may be useful to help educate our clientele . We are not endorsing or accept responsibility for anything on the internet. We do not endorse anything or accept any responsibility for anything, in any form, that may appear on your computer, including any comments regarding videos or anything else we have no control over such as other You Tube videos, advertisements, pop-ups etc. all of which are subject to change, part of the risk of using the internet and completely out of the control of Christo Financial or its affiliates. Christo Financial may provide links to sites on the internet. Any links provide by Christo Financial are strictly for informational purposes only and anything that may appear on any of these links or other material that may appear on your computer should not be considered, in any way, investment advice in any form. If you do not understand this, please discontinue use of these links and contact Christo Financial immediately. This disclaimer applies to every video linked to You Tube or to any other media outlet or website on the Christo Financial site. This disclaimer is also for each and every link connected with this site. Once you leave the Christo Financial website, Christo Financial makes no claims, does not endorse or guarantee anything, including the information directly associated to the link provided. Christo Financial makes every effort to validate the information given on any links provided but does not take any responsibility for its accuracy. If this disclaimer is not clear to you, please do not click on any link and contact us immediately.
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