Christopher Yaggie

Background

About Christopher Yaggie

We believe:• In establishing a high degree of respect and loyalty with each client relationship.• A clear understanding of your goals and capabilities is the starting point for all financial planning.• Each client deserves individualized financial advice that is uniquely tailored to fit them.• Achieving and maintaining financial stability requires attention to detail, and an open line of communication.• Regular reviews and revisions are critical.• Financial advice must be coordinated with your legal and tax professionals.• Giving back is important. We support initiatives that benefit the Oshkosh community.Our approach is simple –we respect client loyalty, and follow through on what we say.AREAS OF FOCUSEstate Planning StrategiesRetirement Planning StrategiesTax Planning StrategiesSaving for EducationEducation PlanningInsuranceWealth Preservation StrategiesCash Flow Management StrategiesRetirement Income StrategiesRetirement Plan DistributionInvestments.Please visit for more important disclosures and information.