More people run the risk of ending up in probate than you may think. Learn ways to be sure you’re not one of them.
Chris Wootton, ChFC®
Chris is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He is the Owner/Principal of Wootton Financial Group, Inc.
Chris is committed to ensuring the values, principles, and culture that have driven the firm for over 20 years are preserved for current and future clients alike.
Chris has passed the Series 65 (Uniform Registered Investment Adviser Law). He also holds life and health insurance licenses in Texas and has earned his Chartered Financial Consultant (ChFC®) designation. He has an accounting degree from the University of Houston.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.
Our firm is not permitted to offer and no statement contained herein shall constitute tax or legal advice. The tax or legal information contained herein is for informational purposes only and should not be construed as advice designed to meet the particular needs of an individual's situation. Be sure to consult with a qualified tax advisor for tax advice or a qualified attorney for legal advice.
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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Regulatory Disclosure: Pinkerton Wealth LLC is an Investment Advisory firm, registered with the Securities and Exchange Commission and the State of Texas. Pinkerton Wealth LLC does not render or offer to render personalized investment advice or financial planning advice through this web site. This website is limited to providing you with general information on our services and philosophy and a way for you to contact our firm. To offer advice, according to the laws of the State of Texas and the Investment Company Act of 1940, advice can only be rendered after several conditions are met: Registration of the Advisor with the appropriate state or federal regulatory entity; delivery of a disclosure statement by Advisor to prospective client; and, execution of an Investment Advisory and/or Financial Planning agreement between the client and the Advisor, indicating the services provided and responsibilities and privileges of each party. Advisor may transact business only in states in which it is registered, or in which it is exempted from registration due to state de minimus provisions. The Investment Advisor must also be registered or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Pinkerton Wealth LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Investment Advisory services are offered through Pinkerton Wealth LLC, a registered investment adviser. Insurance services* offered through Wootton Financial Group, Inc. Pinkerton Wealth LLC and Wootton Financial Group, Inc. are affiliated through common ownership. Performance Disclosures: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Website-specific disclaimer for WoottonFinanical.com: This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any fixed insurance product, annuity, life insurance, security, or as an offer to provide advisory or other services by Pinkerton Wealth LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. Pinkerton Wealth LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this website. Disclaimer of Warranty and Limitation of Liability: Pinkerton Wealth LLC does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Pinkerton Wealth LLC will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Pinkerton Wealth LLC cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose. Use of Links: should the user leave this site via a link contained herein, and view content that is not provided by Pinkerton Wealth LLC, the user does so at their own risk. The content to which the user links will not have been developed, checked for accuracy, or otherwise reviewed by Pinkerton Wealth LLC, or Wootton Financial Group, Inc. Pinkerton Wealth LLC is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. Pinkerton Wealth LLC and Wootton Financial Group, Inc. make no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.
Neither Pinkerton Wealth LLC nor Wootton Financial Group, Inc. offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
Special Retirement Workshop for Pre-Retirees and Retirees in The Woodlands area!
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