Chris Poe's commitment to you.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

Chris Poe believes it is his responsibility to learn and understand all that he can about what is important to his clients, their families and their businesses. This creates the foundation for a long-term relationship where, by providing innovative solutions and outstanding service, Chris hopes to warrant the confidence and good faith of the executives, professionals and business owners with whom he works.

Let Chris Poe help you ensure your financial future is all you want it to be.


I Have a Dream Foundation

Chris Poe is the chairman of the board and founder of the "I Have a Dream" Foundation of Charlottesville.  In 2000 Chris and his staff adopted 63 "dreamers" at Clark Elementary School with the promise of providing free in-state college tuition alongside a year around curriculum of educational, social and cultural enrichment programs.  Our "dreamers" are seniors in high school now and college funding is secured.

 

Piedmont CASA

Chris Poe is a CASA volunteer at Piedmont CASA  

 

YoungLife

Young Life - www.younglife.org.  Chris serves on the state board of Young Life here in Virginia

 

 

CHARLOTTESVILLE WOMEN'S FOUR MILER

Northwestern Mutual is a proud sponsor of the annual Charlottesville Women's Four Miler Race. 

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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