Chris Barthel
Financial Planner
- Role
- Financial Professional at Prudential Advisors
- Location
- Princeton, IN, US
- LinkedIn followers
- 500 followers
About Chris Barthel
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Professional
Aug 2020 — Present · Princeton, IN, US
Financial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions•Educates clients on strategies to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Skills
- Estate Planning
- Retirement
- Strategic Financial Planning
- Employee Benefits
- Umbrella Insurance
- Long Term Care
- Medicare
- Investments
- Critical Illness
- Health Insurance
- Workers Compensation
- Liability
- Insurance Agency Management
- Financial Advisory
- Disability Insurance
- Commercial Insurance
- Iras
- Term Life Insurance
- Customer Support
- Financial Services
- Health Savings Accounts
- Small Business
- Auto Insurance
- Marketing
- Business Insurance
- Insurance
- Long-Term Care
- Life Insurance
- Financial Planning
- Whole Life
- Long Term Care Insurance
- Farm Succession Planning
- Whole Life Insurance
- Customer Service
- Sales
- Financial Planners
- 401k
- Fixed Annuities
- Homeowners Insurance
- Property & Casualty Insurance
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