Christopher Becks, AIF®, RFC®

St. Louis, Missouri, 63141
advisor

Member Since 2005

Our primary mission is to help our clients live the one life they have, the best way they can. We use a unique planning process called Wealthcare. This process helps our clients obtain confidence in achieving their specific life goals, avoid needless sacrifice to their lifestyle and avoid unnecessary investment risk.
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My Location

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 Background Information

  • Years of Financial Experience

    • 14

  • Education

    • Drake University (Business)

  • Certifications and Designations

    • AIF®
    • RFC®

  • Association Memberships

    • IARFC

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Fixed fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Fidelity/National Financial Srvs
    • TD Ameritrade

  • Types of Financial Reports

    • Performance Report (Semi-Annually)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them annually
    • I review my clients' investment portfolios with them quarterly and semi-annually
 

  • Registration & Licensing

    • CRD/IARD Number: 131223
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability

  • Company Names

    • Registered Investment Advisor: CS Planning Corp
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Asset Protection

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • Mutual Funds, Securities

  • Insurance Products

    • Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
 
Contact Christopher
 
Visit Website - http://www.sfcwealth.com
Paladin Registry

Minimum Asset Requirement

  • None

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax