
Our firm specializes in helping businesses and executives plan for their future by customizing solutions to meet their needs.
Quite simply, we help people make smart financial decisions about their wealth so that they can maximize the probability of success.
We take a client-centered approach to uncovering your goals while gathering 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.
Chris Acheson
Financial Services Representative
Investment Advisor Representative
Registered Representative
T: (516) 686-7197
F: (516) 739-6039
cacheson@financialguide.com
CA Insurance Lic. No.0E75800
Newsletters
-
HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.
-
Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
-
A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
-
Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.