Chris Pollard, CFP®, MBA Great Path Planning

About Chris Pollard, CFP®, MBA

I believe we are blessed to live in a country where, with the right counsel and someone walking along side us to help make crucial decisions, we can achieve great lives full of meaning and purpose. By providing comprehensive financial guidance, my goal is to make sure that every client is on a Great Path to living a fulfilled life.

After graduating from West Point and serving in the US Army as an Infantry Officer, I decided my desire for high adventure and international travel had been fulfilled while leading a platoon on a combat tour in Iraq. While pondering what I should be when I grew up (after the Army), I knew I wanted to do two things: work with people and work with numbers. In 2008 I began training to become a personal financial advisor, and I met with my first client in 2009 just after the bottom of the biggest financial crisis since the Great Depression.

Since then, I earned an MBA with a Major in Personal Financial Planning, became a Certified Financial Planner ® practitioner and an Enrolled Agent with the Department of Treasury, and have met with over 1,000 individuals to discuss their finances. Through the course of my career I’ve developed an expertise in retirement income planning, and, as an entrepreneur myself, I have a very keen interest in helping fellow entrepreneurs and business owners be successful in their personal and business endeavors.

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Recently Published

How to Downsize Your RMDs

October 16, 2019

I was recently quoted in Kiplinger discussing Required Minimum Distributions and how to reduce their tax impact during retirement. Click the link to read the article.

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Your Employer is Being Acquired: Now What?

May 2, 2019

In 2018, there were more than 15,000 mergers and acquisitions of public companies in North America, according to the IMAA Institute. The 10 largest were valued at $72 billion and up. As for private companies, in a given year thousands of private business owners sell their companies. If you work for a company being sold or acquired, many things could be at stake— including your financial security.

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Ideal Clients

  • Baby Boomers
  • Business Planning
  • Income Planning
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee:
  • Flat Fee:
  • Hourly Fee: $200+/hr

 

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