Four Oaks Wealth Management

Corey Culp

Christopher P. Vasques, CFP®
Division Senior Vice President

(919) 567-6006

Christopher P. Vasques, CFP® helps clients to manage all pertinent aspects of corporate and personal financial planning including investment planning, estate/asset protection strategies, retirement planning, contingency planning, business owner planning and exit planning strategies.

Chris, and his team, can help you with the information, advice and alternatives you will need to make the appropriate decisions about your financial future. Areas of specialty include:

Investment Management

  • Portfolio recommendations and review
  • Asset allocation analysis
  • Brokerage Services  (Stocks, Bonds, Mutual Funds, Fee Based and Wrap Accounts)

Business Owner Services

  • 401(k)’s, SEP’s, SIMPLE Plans
  • Pension & Profit Sharing Plans
  • Workers Compensation, Buy Sell Agreements, Key Man Insurance, Etc.

Comprehensive Financial Planning

  • Holistic audit of your current estate, investment and business owner situation (if applicable)
  • Develop a comprehensive financial model of your current situation and provide recommendations and alternatives.

Education Funding

  • Goal analysis and projections
  • Coverdell Savings accounts, Custodial Accounts
  • Section 529 Plans

Retirement Planning

  • Retirement analysis and projections
  • Pension benefits analysis
  • 401(k) review and rollovers
  • ROTH & Traditional IRAs

Specific Need Products and Analysis

  • Life Insurance & Annuities Analysis
  • Strategies for Optimizing Estate Plans
  • Long-Term Care Insurance & Combined Life/LTC Products
  • Disability Insurance