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Generational Strategies Group
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Generational Strategies Group

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Expires Sep 29th, 2025
Year Founded: 1995

About Generational Strategies Group

Generational Strategies Group was founded by Chris T. Christensen, a seasoned professional with a passion for empowering clients, out of the need to address the gaps in financial planning that Chris observed during his early years as an investment advisor in the 1980s. We understand that estate planning is not just about finances—it’s about securing your legacy and ensuring your wishes are honored. That’s why we take a holistic planning approach, considering every aspect of your financial picture. Our mission is to equip our clients with the knowledge and tools to make informed decisions about their life and legacy planning, so they can enjoy peace of mind and confidently shape their future. Our diverse client base includes high-net-worth individuals, accomplished corporate professionals and executives, as well as visionary business owners. Many of our clients began their journeys with nothing more than an idea and a vision, and today, boast successful empires of their own.

Services

  • Advanced Trust & Estate Planning
  • Life Insurance Policy Review
  • Life Insurance Strategies
  • Annuity Review
  • Annuity Strategies
  • Long-Term Care Planning
  • Business Planning
  • Life Settlements

Areas Served

  • Collier County

Location

5150 Tamiami Trail N #600 Naples, FL 34103 View Phone Number (239) 352-4111 - Call Us

Open Hours

Monday 09:00am - 05:00pm
Tuesday 09:00am - 05:00pm
Wednesday 09:00am - 05:00pm
Thursday 09:00am - 05:00pm
Friday 09:00am - 05:00pm