Focus: Insurance Strategies, Investment Strategies
Chris Shuman is a financial planner with Charter Oak Financial, whose proud history dates back to 1886. Chris’s relationships with clients—both new and old—are the foundation of his practice. His decades of experience as a registered investment advisor and a Certfified Financial Planner (CFP) allow him to offer a big-picture view of their current financial position, insurance planning, investment planning, tax management and estate planning options to establish personalized strategies that meet shortand long-term goals.
Chris’s additional education and training as a CLU (Certified Life Underwriter), ChFC (Chartered Financial Consultant) and CASL (Chartered Adviser for Senior Living) enhance his knowledge of plan design and enable him to deliver exceptional service to the families, professionals and small-business owners with whom he works. Overall, Chris considers his role in bringing financial confidence and overall organization to a client's financial world one to be treated with the utmost respect.
In the community, Chris is passionately involved with youth hockey player development. As a level 4 Certified USA hockey coach, he has been a coach with and director of the Gary Dineen hockey program (now called MassConn United) since 1995, and is the director of the GDHS 40-Hour Hockey School and coach with the Springfield Jr. Thunderbirds.
- Establishing + Developing Systematic Savings Programs
- Education Tuition Planning
- Retirement Readiness Testing + Planning
- Life Insurance Design + Implementation
- Disability Income Insurance
- Long Term Care Financing Strategies
- Tax-Managed Investment Strategies
- Estate + Asset Distribution Planning
Check the background of this investment professional on FINRA’s BrokerCheck
330 Whitney Avenue Suite 600
Holyoke, MA 01040