Christopher Wilkins

Christopher Wilkins

Financial Planner @Marathon Wealth & Protection Strategies

Colorado Springs, CO, US
MOBILE NUMBERS
+17•••••••00

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WORK HISTORY

Feb 2020 — Present

Financial Planner @Marathon Wealth & Protection Strategies

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Colorado Springs, CO, US

WHAT WE DO:Marathon Wealth & Protection Strategies provides comprehensive financial advice, customized financial planning, and education for every stage of life. We aim to develop life-long relationships with our clients, helping to provide confidence in your investments from the starting line of life to the finish line. HOW WE DO IT:Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our firm focuses on helping individuals develop sound investment and retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.We help you: Finding out what financial independence means to you Assessing & understanding your current financial position Discussing how you can invest your retirement & financial assets WHAT MAKES US DIFFERENT:We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. Want To Learn More: 71••••••07 Health | Freedom |[Clarification

EDUCATION

1993 — 1997

Ferris State University

Marketing, Merchandising, Advertising, Professional Golf Management

SKILLS

InvestmentsInsuranceSecuritiesAsset ManagementCustomer ServicePowerpointMicrosoft OfficeExcelWordBudgetingCustomer Relations

ABOUT CHRISTOPHER WILKINS

As Financial Advisor at Marathon Wealth & Protection Strategies, I help Professionals…

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