Financial Planner
Generational Strategies Group
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Generational Strategies Group
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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 |
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Tuesday | 09:00am - 05:00pm |
Wednesday | 09:00am - 05:00pm |
Thursday | 09:00am - 05:00pm |
Friday | 09:00am - 05:00pm |