Grow & Protect

Our mission is to help grow and protect family wealth with a goal of leaving a substantial financial legacy.
Learn how we can help

Are you on track for retirement?

Find out if your assets are meeting your retirement goals.

Contact us to learn how we can help

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Financial Clarity, Security & Health

Our mission is to help provide the families and businesses we serve with innovative financial strategies and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Pickwick Financial Group.

Asset Maximization

Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.

Enhanced Planning

Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.

Income Planning

At %%COMPANY NAME%%, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

Social Security

Your Social Security benefit represents years of hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

Tax Strategies

One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.


Get Your -Color of Money Assessment

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
Begin Your Assessment
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A Passion forBuilding Relationships

Christina prides herself on the relationships she’s built with her clients over the years and understands the importance of creating a financial plan that best suits a family’s needs.
Learn More About Christina & Pickwick Financial Group
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Keeping Your -Financial Information Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.

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Reach Out To
Our Office

To learn more about how the %%COMPANY NAME%% team can be of assistance to you,
call us today at 847-730-5597 or fill out the form below.

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