Christopher June

About Christopher June

My name is Chris June, and I enjoy helping people of all ages grow their net worth, plan…

Experience

1. Financial Planner Wealth Manager Cfp Fee-only Registered Investment Advisor

   Sfm Sweeney Financial Management

   Mar 2002 — Present

   SFM, LLC (SEC License #80••••26) is a \"Fee-Only\" Registered Investment Advisor, established in 1998, based in Manchester, New Hampshire. We provide financial advice, personal financial plans and portfolio management services to individuals and business owners.\"Fee-Only\" means we do not, under any circumstances, accept commissions for selling products. This helps eliminate conflicts of interest and allows us to select the best investments for you with very low transaction costs. We disclose all fees up front. We are members of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the New Hampshire Society of Certified Public Accountants. What can we do for you? We can help you plan and execute a successful retirement. Many people come to us with a collection of IRA\'s, 401k\'s, savings accounts, and other investments and ask the question,\"How and when can I retire with all this stuff?\" Another common question we are asked is,\"What\'s the best way to set aside money for my kid\'s college?\" Another is,\"When I retire, which account should I use for living expenses and how much am I able to take out?\" These are the questions we can answer and help you implement the solutions. If you have a more complicated situation, we can usually help with those issues as well. Our philosophy at SFM is to help everyone who contacts us. Our clients run the gamut from an 85 year old widow living in an assisted living facility to a 23 year old software consultant trying to get a head start on saving for retirement. Our typical client is middle-aged and starting to more seriously consider retirement. We manage portfolios from to several million dollars. Our fee structure is very competitive. Website: If you are interested in learning more about myself or Sweeney Financial Management (SFM), don\'t hesitate to contact me at (60••••••00 or c••••@sfmllc.net

Skills

• Asset Allocation
• Certified Financial Planner
• Retirement
• Retirement Planning
• Leadership
• Investments
• Etfs
• Strategic Financial Planning
• Investment Strategies
• Portfolio Management
• Estate Planning
• Financial Planning
• Asset Management
• Mutual Funds
• Wealth Management Services
• Investment Advisory
• Wealth Management
• Wealth