Christopher Troseth (CFP®)

Christopher Troseth focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

As an independent advisor with a fee-only platform, I can work with you in solving financial planning needs without conflict. This includes identifying and addressing issues in financial independence, estate, retirement, tax, charitable, insurance, college funding, and investment planning. Professional investment management is a signature service of The Watchman Group. We provide a free initial financial planning consultation for first-time contacts – and a no cost portfolio review and plan for serious investors. Please see our website for information on how we might help you with practical solutions. We have a team of experienced professionals ready and willing to serve you.

 

Additional Information

 Visit our website.

 
http://www.watchmangroup.com
 
 
 
 

NAPFA Start Date

August 13, 2003

Submit
Submit

This Office

5045 Lorimar Dr Ste 200 Plano, TX 75093-5739 Phone: (469) 241-0122