Christopher Letendre

Mr. Letendre specializes in retirement planning, including income planning, asset management, Social Security, Medicare, and Medicaid preparation, as well as estate and tax planning. He also assists customers in making arrangements for the distribution of their estates after they have passed away. In his role as an investment advisor, Mr. Letendre differs from a broker in that he does not engage in product sales. As an alternative, he conducts an in-depth analysis of each client's long-term goals and objectives in order to deliver the optimal solution. Furthermore, as an adviser, Mr. Letendre charges an asset-based fee for managing a client's assets rather than the standard fees earned by registered representatives of broker-dealers for selling products.

Letendre charges a fee based on the value of the client's assets rather than commissions typically paid by registered representatives of broker-dealers as an adviser.

With the help of Cape Retirement Wealth Advisors, Mr. Letendre and his team build customized retirement plans based on the specific needs and aspirations of his customers. Mr. Letendre spends time getting to know his customers and then uses what he learns about their risk tolerance, retirement objectives, and present assets to craft a retirement plan that is unique to each one of them, ensuring that they will not run out of money during their golden years. In addition, Mr. Letendre works with his customers to minimize the impact of taxes on their retirement income and assets, even though he is not a tax professional. Whenever possible, he employs annuities to provide a steady stream of income.