Christopher Acheson, Financial Adviser
Christopher J. Acheson, Financial Adviser

Financial Adviser, CA Insurance License # 0E75800
Registered Representative

Our firm's mission is to help our clients build and protect wealth based on their goals and objectives. 


We take a client-centered approach to uncovering your goals and objectives and take the time to gather the relevant financial and personal information. We then analyze this information in order to prepare an action plan. Our action plans help clients to focus on the steps they need to take to reach their goals. 

We hope you find this site informative and useful. Feel free to contact us if you would like more information about the products and services we offer.  I look forward to hearing from you.

50 Charles Lindbergh Blvd. Suite 600

Uniondale, NY 11553

516-357-1893

I am licensed and registered to offer products and services in [CA, CT, NJ, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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