Practice Snapshot
How I Help:
Asset Accumulation + Distribution
Disability Income
Education Tuition Planning
Estate Planning
Life Insurance
Long-Term Care
Tax Managed Investment Strategies
Who I Help:
- Families
- Professionals
- Small Business Owners
About Me:
Chris Shuman is a financial planner with Charter Oak Financial, whose proud history dates back to 1886. Chris’s relationships with clients—both new and old—are the foundation of his practice. Chris’s decades of experience as a registered investment adviser and a CERTIFIED FINANCIAL PLANNER™ professional allow him to offer a big‑picture view of clients’ current financial positions. His work includes insurance planning, investment planning, tax management, and estate planning considerations, all with the goal of helping establish personalized strategies that support both short‑ and long‑term objectives.
Chris’s additional education and training as a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Adviser for Senior Living® (CASL®) enhance his knowledge of plan design and support the service he provides to families, professionals, and small‑business owners.
Overall, Chris considers his role in bringing financial confidence and overall organization to a client's financial world one to be treated with the utmost respect.
CRN202904-11117105
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
