“When I work with Chris, it doesn’t feel like it’s an advisor-client relationship, but rather, a trusted friend helping me and my family achieve our short-term and long-term goals. Chris understands the challenges of being a physician, spouse, and parent, and takes as much time as needed to come up with a plan of attack that addresses all those needs. He has also protected my family with the proper insurance and estate plan. My wife and I feel very fortunate to have met Chris, and look forward to continuing our relationship.”
Allen
“Coming from a non-financial background, I felt I needed a lot of education when it came to discussing insurance planning strategies, taxes, assets, liabilities, and business matters. Chris took the time to answer all my questions to my satisfaction, whether it was in person, on the phone, or via email. Chris is dependable, extremely knowledgeable, and readily accessible. Without reservations, I would highly recommend Chris Caira and his firm.”