Christopher Cleland
CFP® at American Senior Benefits
- Role
- Cfp at American Senior Benefits
- Location
- Farmington, CT, US
- LinkedIn followers
- 500 followers
About Christopher Cleland
Chris a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience…
Experience
Cfp
Oct 2014 — Present · Farmington, CT, US
Developing Estate, Retirement and Investment plans. Utilizing customized brokerage platforms, annuities and insurance.Medicare/Medicaid Insurance Planning. I specialize in cases where the clients could be transitioning from standard retirement living into assisted living or skilled nursing situations. This involves complex planning and coordination of Medical, Legal and Financial/Insurance professionals. We design programs which preserve assets for the community spouse (or other beneficiaries) and provides for the best possible model of care for the individual.Securities and investment advisory services offered through Integrity Alliance, LLC, member SIPC. Integrity Wealth is a marketing name for Integrity Alliance.
Education
Nova Southeastern University
B.S., Business
1992 — 1994
Skills
- Fixed Annuities
- Long-Term Care
- Wealth Management
- Securities
- Teaching, Cfp, Tax Planning, Estate Planning, Capstone Program
- Estate Planning
- Employee Benefits
- Brazilian Portuguese
- Financial Planning
- Life Insurance
- Disability Insurance
- Term Life Insurance
- Retirement
- Insurance
- Retirement Planning
- Series 7
- Financial Services
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