About

Learn how our retirement income process coordinates your tax, investment, insurance, and financial management strategies into a united front that secures your financial future.
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When you look down the road to retirement, you want to know your financial future is secure.

In order to make that happen, you need to
find the missing pieces in your retirement plan.
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You know there are questions you haven't answered yet about whether you are ready to retire and not run out of money.

Many people tell me it's embarrassing to be successful elsewhere in life and not have answers to these questions, but you shouldn't have to feel that way. You certainly aren't alone, and most importantly, you deserve a clear retirement strategy that settles your fear and uncertainty about the future and adds confidence as you look forward to retirement!

I understand how nerve wracking it is to hear the clock ticking down to retirement and feel unprepared.

That's why my unique process focuses squarely on finding the missing pieces in your retirement plan and getting you back on track towards your goals. As a Retirement Income Strategist with the industry-leading RICP® designation, I help you craft a clear, customized plan in place that coordinates your tax, investment, insurance, and financial management strategies into a united front.

There's no reason you should have to feel in the dark about if, when, or how you will be able to retire successfully.

Instead, let's create a world where you can feel confident about retirement! We will make sure you have clarity about your path forward so you can find relief from your worries about the future and claim the financial freedom to live life on your terms.
Schedule Your Discovery Call

Download our free resource:

The 5 Most Costly Ways You Could Be Losing Money on the Road to Retirement

So many people feel the pressure to take on more risk and chase higher rates of return, but often it's more important to find the money you're currently losing.
No matter how responsible you are, you'll be surprised how easily this happens!

Christian Pruitt, EA, RICP®

Retirement Income Strategist
  • More than 20 years of experience.
  • Extensive background in finance, including tax accounting, insurance, and financial services.
  • Holds the prestigious RICP® Designation.
  • Certified as an Enrolled Agent, the highest credential awarded by the IRS to tax professionals.
  • Serves as Tax Analyst and Planning Director for Wellington Capital Reserve, a leader in privatized banking solutions and financial planning.
This is my favorite question to ask clients. "If what you know to be true about money turned out NOT to be true, WHEN would you want to know?" My passion is showing you the truth of what it takes to retire successfully. Above all, I want you to enjoy the financial freedom to embrace the most important things in life in your later years.
Schedule Your Discovery Call

Our financial solutions are powered by Wellington Capital Reserve.

Wellington's renowned team of expert financial advisors has decades of experience guiding clients toward financial freedom. Using the privatized banking process, they help clients take control of their money and grow wealth on their own terms.
Schedule Your Discovery Call
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