Hear directly from the CRFM team as they answer common questions and help simply financial topics that matter to your financial future.
What do we do?
Learn what we do at CRFM, who we work with, and how we utilize personalized retirement analyses for every client.
What is a CFP?®
Learn about what a Certified Financial Planner does, and the 4 requirements for certification.
What is a SmartVestor Pro?
Let's walk through the credentials to become a SmartVestor Pro and how it benefits clients.
Our Values
Learn about the core values that guide our practice every day.
Retirement Planning and... Pizza!
Inside one of the best pizza spots in Lincolnton, Chris discusses how he helps clients reach their dreams in retirement.
Why Choose CRFM?
Lifelong Guidance, Rooted in Relationship
Trust is earned, not assumed. That’s why we take the time to truly know you, think beyond the conventional, and build personalized strategies that fit your individual situation.
A Coach in Your Corner
We’re here to guide, teach, and help you own your financial playbook so you can understand your finances, not just be told what to do with them.
Community Values
As lifelong members of the community, we understand your challenges, share your values, and care deeply about your future– because you’re more than clients, you’re neighbors.
