| Advisor Profile |
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| Name: |
Christopher Walmsley |
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| Request More Information |
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Business Description |
| Today's complex marketplace requires the utmost professionalism to assist families in navigating challenging waters. This is what our clients experience with PM Financial Group.
If you are looking for a salesperson, then we cannot help you. But if you are truly looking for an Advisor, then you've come to the right place. Let us take you away from the product-centric approaches you've become accustomed to, and get back to holistic, well thought out, time-tested strategy.
You'll be glad you did! |
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General Information |
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| Years of Experience in Financial Services: |
5
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Education |
| Academic Background |
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| Working towards completing an MBA. |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bonds, Stocks, Bond Mutual Funds, International Investments, Options, Real Estate, Alternative Investments, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
National Association of Insurance & Financial Advisors, GAMA, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), CLTC
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Christopher Walmsley |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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Our firm believes in investing in people. Therefore, we charge nothing to put together a strategic plan, and then all fees/charges are discussed prior to implementation. |
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| Q. |
What carrier(s) do you represent? |
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Ohio National is our primary carrier, because of their highly rated product line. However, we are independent and can access a variety of carriers. |
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Are there any pre-existing conditions that you can not cover? |
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We'll do whatever we can to help, including going outside our traditional carriers to find the right product for any condition (if available). |
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How long does it take to complete the application and approval process? |
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Two to three weeks, on average. |
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Is there a maximum age that you can insure? |
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What services do you provide? What are your specialties? |
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Our specialty is putting together a comprehensive and holistic financial strategy. One that provides lifestyle today while looking towards the future. We cover all aspects of personal and business finance to accomplish such, typically involving other professionals as needed. |
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What is your experience? How many clients do you currently manage? |
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I've been in the financial services industry 9 years, including experience with financial planning and insurance. There are fewer than 6000 people in th world that have special licensing to do what I do. |
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What financial institution(s) do you represent? |
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Ohio National Equity Services Company is our broker/dealer. However, we do business with the most successful and highly rated financial institutions in the world. Part of the advantage of being independent. |
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How do you charge for your services? |
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We have both fee-based and commission-based platforms available, with the ability to choose the one that is most economically beneficial to our client. |
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Do you provide a free initial consultation? |
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Yes. In fact, our entire strategy process is free. We believe in investing in you, before you invest in us. |
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Why should I choose you as my financial advisor? |
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There are fewer than 6000 advisors in the world that have special licensing to do what I do, including one of only a handful in our area/state. We are strategy-focused as opposed to product-focus like our entire industry. |
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What are your management fees? |
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What kind of plans do you specialize in? |
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Small to medium-sized businesses. |
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Do you have a minimum requirement for number of employees or total investment value? |
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What type of plans do you offer? |
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Do you offer any additional services? |
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Yes. For example, we provide educational seminars that are free for employers where their employees get a chance to learn more about financial success. |
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What are your qualifications? |
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Education planning needs to fit into the "big picture" of family finance. I am one of only 6000 licensees of a process that accomplishes this. |
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What is your approach to Education Planning? |
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My approach is simple. Design an effective strategy that is efficient, holistic, and allows for the possibility of recapturing some of those lost dollars for retirement (and other) purposes. |
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How long does the process of setting up an Education Plan usually take? |
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Depending upon the availability of the client, it could take 2-3 weeks. |
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What financial institutions do you represent? |
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Many. Being independent has its priviledges. |
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How many years of experience do you have? |
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I've been in the financial services industry for 9 years. |
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What are your fees for this service? |
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How many Education Planning clients do you currently manage? |
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All of my current clients are families, and part of their comprehensive strategy is education planning. |
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Why should I work with you on setting up an Education Plan? |
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Because I'm one of the few that can show you how to not only accumulate funds the right way, but recapture those costs for the benefit of your retirement (or other purposes). |
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Do you provide a free initial consultation? |
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Yes, our entire strategy process is free. It never hurts to see what is possible. |
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What are your qualifications? |
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FINRA Series 7 and Life/Health/Annuity insurance license. In addition, in the past I've been a Registered Principal and managed a team in a home office processing rollovers. |
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What is your approach to 401 K plan rollovers? |
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Providing the client flexibility and control over their financial picture. Put the client in the best position possible. |
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How long does the process of rolling over a 401K plan usually take? |
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Dependent upon the plan, it could take several weeks to a month. |
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What financial institutions do you represent? |
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Many. It is great to be independent and have access to the entire marketplace. There are many out there, so we filter those institutions out to those that are highly rated, financially sound, and have low fees. |
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How many years of experience do you have? |
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I've been in the financial services industry for 9 years. |
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What are your fees for this service? |
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None. We do not believe this service should require a fee. |
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How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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Because we are the only firm in our area that can provide a comprehensive financial strategy coordinated with a unique, low-cost investment platform. We can show you how to conserve and spend your retirement funds in the most efficient manner. |
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Do you provide a free initial consultation? |
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Yes, our entire strategy process if completely free. We believe we should invest in you, before you invest in us. |
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