Tortoise Financial Planning Group
Christopher W Garner
Wealth Management Advisor|CFP®, ChFC®, CLU®, CLTC®
christopher.garner@nm.com
Personal
Chris was raised in North Carolina and moved north in 2000 to attend the University of Connecticut. On June 29th, 2002, he was in the right bar at the right time and met the love of his life: Chani.
In 2005 Chris began his career in financial services. That same year, Chani started medical school.
Chris and Chani have been married since 2006. They live in Kernersville, North Carolina but do their best to spend as much time as possible travelling the globe. They are avid enthusiasts of the arts, hunters of Michelin starred meals, and charitably inclined. You might catch Chris cheering on his beloved Tar Heels, dancing until sunrise at EDC, or gunning for a new PR in his home/office gym.
Come by Chris and Chani’s house anytime; they’d be happy to mix a fancy cocktail for you, challenge you to a game of cards, and (mostly Chris) show off their hi-fi audio equipment, vinyl collection, and impressive array of Tar Heel memorabilia.
Professional
For the sophisticated client, multifaceted solutions are often necessary for complex situations. Our team consistently devotes energy, industry knowledge and resources to assist our clients in determining the best course of action for their unique circumstance.
Since 1853, Northwestern Mutual brings an unmatched competitive advantage to the table for every client who works with us. The more sophisticated the scenario, the more Northwestern Mutual can do to customize a solution that is tailor-made for our clients’ needs.
Northwestern Mutual is the only exclusively distributed personal insurance company in the United States. This access allows us to recommend products that no one else in the industry can provide. Our planning approach focuses on:
- Holistic financial plan design and implementation
- Risk management and insurance planning
- Investment management
- Student loan management
- Estate planning strategy and design
- Major purchase consultation
- Legacy and charitable planning
We are nimble, available and passionate about serving our clients well.
We believe it never hurts to have a conversation to explore if we are the right fit for one another. Feel free to reach me directly:
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
