When it comes to the investment consulting process and creating portfolios for retirement, you need an experienced wealth management professional. Christian Koch’s expert knowledge and approach to traditional investments, individual security selection, retirement income distribution planning and more,
can help you face the future and the intricacies of your investment portfolio with a fresh new outlook. “My mission,” explains Christian “is to provide wise counsel and a strategic framework for retirement planning.”
Christian has a unique investment perspective and a four-step retirement planning process system that has served clients for years: develop the vision, build the optimal portfolio, focus on distribution strategies and then evaluate wealth and estate transfer planning. He says asset location is extremely critical to maximizing efficiencies, especially during a slow-growth economy, and that minimizing taxes are a significant component of success.
Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner TM, Certified Divorce Financial Analyst TM and Certified Private Wealth Advisor® certifications, placing him in a select group of financial professionals. He focuses on retirement portfolio construction but says real success is defined by helping people make informed decisions and by client satisfaction. In 2013 and 2014, Christian’s credentials and work were rigorously examined and he was honored with a coveted Five Star Wealth Manager Award!
When not assisting clients, Christian enjoys his involvement with the Rotary Club of Buckhead and is heavily involved in the Harvard Business School Club of Atlanta.
You can connect with Christian at: [email protected]