October 28, 2021
What We Do & How We Can Help
By Chris Palabe, CFS®, AIF®
Retirement planning isn’t just about the numbers, it’s about your life. But it can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances.
At Palabe Wealth, we understand how trying it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing and financial planning. Our priority is to help you achieve your vision of retirement by supporting you with our comprehensive, customized process.
What We Do
Palabe Wealth is a fiduciary retirement consulting and advisory firm founded with one goal: to always exceed the expectations of our clients as we guide them to and through retirement. Whether they’re worried about managing their money in retirement, losing sleep over the lack of planning, or curious about how to withdraw their money so it lasts, our holistic, knowledgeable approach based on over 25 years of experience provides the strategies they need. We design our plans around our clients’ lives, paying close attention to every detail so that they can make empowered financial decisions and look to their future with confidence.
Who We Serve
In order to provide quality services and focused attention, we tailor our services to two groups of clients: retirement plan sponsors and pre-retiree executives and entrepreneurs. By providing 401(k) and 403(b) plan strategies for our business clients, we strive to reduce the burden on the shoulders of the executives and human resources team, managing plan compliance and mitigating their fiduciary risk. We also help plan participants by giving them access to education and support as they save for their future.
For our private wealth management clients, we leave no stone unturned as we give them a blueprint to get them from point A to point B, walking with them through every twist and turn of life. Through comprehensive portfolio management, tax strategies, insurance optimization, income distribution, and Social Security claiming solutions, we help our clients gain financial confidence and invest their time and energy in what’s most important to them.
What Makes Palabe Wealth Unique
We like to say that the difference is in the details. We strive for excellence in all we do, aiming for a higher standard to provide an unparalleled experience for our clients. We truly care about every person we work with and we want to see them succeed. As registered representatives, we are held to the highest standard in our industry and must act prudently and in the best interest of our clients. We do this through a simple and transparent fee structure and a dedication to long-lasting relationships. Our deep experience and boutique approach helps us pursue your financial needs and add value to your life.
Are You Ready for a Different Financial Future?
If you want to get to the reward you deserve after working your whole life, we’d love to help you create a retirement plan that makes sense and leaves you with financial confidence. Start your financial planning journey today by scheduling a 15-minute introductory phone call or calling us at 847-249-6600 to learn if we are the right fit for your financial goals.
About Chris
Chris Palabe is the founder and CEO of Palabe Wealth, a financial planning firm providing retirement plan strategies for businesses and individuals. For 25 years, Chris has been serving his clients with customized plans and a boutique approach. He started his firm because of his passion for making a difference in others’ lives and a genuine desire to build long-term relationships with his clients so they can seek to achieve their ideal retirement and manage risk. Chris is a Certified Fund Specialist (CFS®) and Accredited Investment Fiduciary (AIF®) professional and has a degree from Université Denis Diderot (Paris VII). When he’s not working, you can usually find him riding horses and competing in dressage at a national level. He also loves reading, watching movies, and eating out. To learn more about Chris, connect with him on LinkedIn.
This material was prepared for Palabe Wealth, Inc.’s use.
Chris Palabe, CFS, AIF®
Chris Palabe is the CEO and a Financial Advisor at Palabe Wealth, a firm that provides exceptional expertise in the Financial Planning space. For over 25 years, he has cultivated a deep understanding of the complexities of wealth management and retirement planning, making him a valued advisor to both Plan Sponsors of 401(k) plans and Individual Investors.
Holding esteemed designations such as Certified Fund Specialist (CFS) and Accredited Investment Fiduciary (AIF), Chris showcases his commitment to upholding the highest standards of investment advice and fiduciary responsibility in his advisory relationships. These designations are a testament to his knowledge and dedication to providing clients with sophisticated and ethical financial guidance.
He holds his Series 6, 7, 63, and 65 licenses through LPL Financial, which qualify him to offer a broad range of financial products and services.
Chris’s distinguished career is characterized by his unwavering commitment to his clients' financial well-being. He focuses on crafting tailored strategies that aim to optimize retirement outcomes and financial independence. He continually strives to help the individuals he works with on their path towards financial success.
Over the years Chris has refined a consistent, strategic investment philosophy supported by a significant body of academic research. He believes that a widely diversified portfolio of investments tailored to each client’s unique risk tolerance and financial goals is the key to their financial success.
Beyond his professional achievements, Chris has a profound passion for dressage, a highly skilled form of horse riding performed in exhibition and competition. This discipline requires a remarkable level of dedication, precision, and harmony between rider and horse, qualities that mirror his approach to financial planning.
