Have a plan for your earning years and beyond, let your hard work set you up for a better tomorrow. Financial planning, products, and services can be such a win-win scenario that we are constantly amazed at how many advisors, companies, and business models treat it as a zero-sum game. The worst, and most frustrating part, is that there is a better way, but some companies choose an easy buck over the well-being of their clients' financial future.
At Presidio we are strict fiduciaries. We have a legal obligation to put your interest ahead of our own, and frankly, that is how we like it. What 90% of the industry get's wrong is they believe they have to sell high commission, high fee, products at your expense, in order to be personally successful.
At Presidio we are strict fiduciaries. We have a legal obligation to put your interest ahead of our own, and frankly, that is how we like it. What 90% of the industry get's wrong is they believe they have to sell high commission, high fee, products at your expense, in order to be personally successful.
Services
Financial Planning is a broad term that can have a huge impact on you, and your family's financial future. Every stage of life requires a different set or priorities and we help properly position your earnings to accomplish your goals. Whether it's biting the bullet and carving out some of your paycheck to get started, or making sure that you have a retirement plan that guarantees you don't run out of money, needs change as time goes on.
Investing your money involves so much more than finding the right mix of assets. We understand the true meaning of the word diversification involves more than just what is in your portfolio.
A properly designed wealth accumulation plan protecting against a changing tax and regulatory environment, hedging against major market corrects, and finding alternate sources of income that aren't correlated with the traditional stock market centric investments that traditional wealth management has relied on.As a fee only fiduciary we only do better when you do.
A properly designed wealth accumulation plan protecting against a changing tax and regulatory environment, hedging against major market corrects, and finding alternate sources of income that aren't correlated with the traditional stock market centric investments that traditional wealth management has relied on.As a fee only fiduciary we only do better when you do.
Whether you are rising through the ranks or run your own business, you wake up every day and use your skills and abilities to provide the life you live and the future you want for you and your family. When a premature death, extended illness, or disability could be catastrophic for your plans it is imperative to have a proper risk management plan to protect against these eventualities.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Presidio Financial Group LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness.
Reviews (8)
Erik Schlocker
May 31, 2021
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I recently switched my investments and life insurance to Chris during the pandemic; its an understatement to say this has been a time of great uncertainty. Chris took the time to explain what he thought would be best for me to make improvements to my financial situation now and the future. He made me feel optimistic about retiring. Working with Chris has been a new experience for me. I am not a big investor and I am not wealthy. In the past when I have met with financial planners, I have always felt unimportant. Chris has always treated me like my business matters to him. It also helps that he
Tanner Barlow
Jan 18, 2020
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Chris went to bat for me with insurance companies because of a misunderstanding with my health exam. Got me a repeat examination, was the middle man between my doctor and the underwriters and ended up getting my the highest health rating possible.
He then drove all the way to Everett so that I could sign the papers because I couldn't make it into Bellevue that day.
Chris goes above and beyond. He clearly has my best interest in mind and I'm really glad I found him. He came highly recommended to me by my financial advisor and I can totally understand why. I would trust Chris with my life (insurance
He then drove all the way to Everett so that I could sign the papers because I couldn't make it into Bellevue that day.
Chris goes above and beyond. He clearly has my best interest in mind and I'm really glad I found him. He came highly recommended to me by my financial advisor and I can totally understand why. I would trust Chris with my life (insurance
David Ooi
Feb 01, 2019
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Carter Gray
Dec 26, 2018
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Christopher Reid is one of the most knowledgeable people I have ever met in my life. His passion for helping clients is absolutely amazing! Chris will go the extra mile to make sure people get the correct amount of life insurance for their overall holistic financial plan and he is in the elite category of being Chartered Financial Consultant. If you are looking for financial advice I highly recommend having a conversation with Christopher Reid at Presidio Financial Group.
Carol Kufeldt
Dec 23, 2018
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Steve Lilleberg
Nov 08, 2018
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Nick Hawley
Sep 20, 2018
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Chris was extremely helpful at explaining all options available to me and my wife while narrowing down the selections to the ones that met our goals. His knowledge, integrity, and passion make him a great resource for anyone looking to better plan for their financial future while taking into consideration the factors in life we cannot control.
Ehren Pace
Sep 11, 2018
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