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Chris Roehm, CFP®


Life Insurance Guy

  • Tax, Estate and Succession Planning for Business Owners

  • Founder of BIG Breakfast Monthly Learning Event

  • Proper Acquisition and Management of Life Insurance

  • Collaborate with other Advisors on The QLS Program

Almost every month, I bring people together to hear an author to give an informative one-hour presentation about their business book.

SCHEDULE A CALL

Please use the app below to schedule a 30 minute phone call with me.

The secret to motivating people to get their affairs squared away is to first help them get clear on their goals and objectives.

THE QLS PROGRAM

This Approach Could Save You 100s of Thousands of Dollars in Taxes

I work with some of the best advisors in the USA to help them implement The QLS Program for their clients.

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