A Lifetime of serving Clients

Since 1990, Christopher Rhim, CFP®, CDFA™ has been helping clients

  • Build wealth through savings, retirement plans, and IRAs with investment management

  • Realize goals and securing dreams with comprehensive financial planning

  • Chart a new course and providing peace of mind with divorce analysis

What We Can Offer You

Extensive expertise
Disclosure of any conflict of interests
Advocacy and advice on all financial matters

ASSET MANAGEMENT

Review all current assets
Consider tax implications
Recommend changes

FINANCIAL PLANNING

Comprehensive planning
Forward looking projections
Retirement planning

DIVORCE PLANNING

Review settlement options
Model future scenarios
Anticipate planning needs

Americans: Trying to Save and Feeling Positive, but Uncertain About Their Finances

Four-in-five respondents
are at least somewhat concerned
about their ability to save

 2016 CFP Board.  All rights reserved.

NEARLY HALF AGREE

“I don’t always have enough money left over to save after bills”

(48% of respondents)

ONE THIRD AGREE

“They have had a significant decrease in household income”

(35% of respondents)

ONE THIRD AGREE

“They have too much debt to pay off and cannot save money”

(34% of respondents)

Our process

is what sets us apart

COMPREHENSIVE

INDIVIDUALLY TAILORED

GOAL ORIENTED

 

Women Overtake Men in Home Ownership

Since 1981, women have accounted for an increasing number of home buyers according to data collected by the National Association of Realtors.  Why has this not only been the case but growing stronger over time? Mary Pilon of Bloomberg writes that there is a greater...
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Your Next Mortgage Won’t Be From a Bank… Mine Wasn’t!

The big 3 mortgage issuers (JP Morgan Chase, Bank of America and Wells Fargo) saw their share of new loans drop from 50% in 2011 to 21% in 2016.  Today, 6 of the top 10 lenders are non-banks.  Why the change? Following the housing collapse of 2008-09, many large banks...
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Will the Kids Be All Right?

Remember that first job, working 9 to 5 and a real salary?  Quickly, your thoughts moved to what you were going to purchase:  a new car, a new wardrobe, maybe a vacation to a foreign land?  With the job came real responsibilities along with future plans that were...
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Buying The Dip

This past week about 360 of 500 companies in the S&P 500 have reported 4th quarter corporate earnings about 5% higher than the year earlier period. This exceeded analysts estimates of 3.2% as predicted at the end of 2016. Stocks, entering the 8th year of a bull...
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Is the Dow Jones Industrial Average still a relevant Benchmark?

A few weeks ago, The  Dow Jones Industrial Average, the oldest most widely known stock index in the US, broke 20,000 for the first time ever.  While this may seem impressive, the Dow’s relevance today is actually quite small given: 1) The DJIA includes 30 of the...
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