About Us
Our Mission
Our firm was founded as an estate planning consulting firm. Our clients being owners of privately-owned family businesses, corporate executives, and high net worth individuals, our mission is to help them build a comprehensive estate plan that will deliver their lives work to who they want when they want, and how they want. Estate tax is a voluntary tax imposed against people who fail to plan or hire the wrong planners.
Our History
Generational Strategies Group was founded by Chris T. Christensen, a seasoned professional with a passion for empowering clients, our company was born out of the need to address the gaps in financial planning that Chris observed during his early years as an investment advisor in the 1980s.
At Generational Strategies Group, we understand that estate planning is not just about finances—it’s about securing your legacy and ensuring your wishes are honored. That’s why we take a holistic planning approach, considering every aspect of your financial picture. Our mission is to equip our clients with the knowledge and tools to make informed decisions about their life and legacy planning, so they can enjoy peace of mind and confidently shape their future.
Our Team
President & CEO
Chris T. Christensen
Senior Client Advisor
Michael A. Schmidt, Esq.
Partner
Richton C. Appel, CPA
