Chris Boyd-Witherspoon
Financial Services Professional
Chris Boyd-Witherspoon is an energetic Financial Services Professional at American Heritage Financial with a passion for empowering young professionals, families, retirees, and small business owners to navigate the ever-changing tax environment and achieve financial success. Based in Tucker, Chris serves the Southcentral and Southeast Georgia regions with a focus on Atlanta and the surrounding counties as well as Columbus and Augusta providing reliable and tested strategies to help clients prosper in any economic environment.
As a financial professional, Chris finds fulfillment in offering reliable and tested strategies, ensuring her clients have a true ally to guide them through the maze of misinformation and disinformation that often plagues the financial world. With her experience and guidance, Chris aims to be the difference between long-term financial success and failure for her clients. With both age and experience on her side, Chris can grow alongside her clients’ businesses, families, wealth, and future needs.
Prior to her role at AHF, Chris excelled in corporate America as a cross-functional professional with over 20 years of experience in cross-organizational financial and operational risk assessment and regulatory compliance oversight. She possesses strong financial analytics skills, robust business acumen, as well as a deep understanding of holistic long term financial services. Chris earned a Bachelor of Arts in English and a Master of Business Administration in Finance from Kennesaw State University. This professional experience, training and educational background enhances her ability to understand and serve clients from different walks of life.
Beyond her professional pursuits, Chris is an avid tennis player, real estate investor and University of Georgia sports fan. She also values giving back to the community and is non-profit certified by the Atlanta United Way, volunteers with her sorority, Sigma Gamma Rho Sorority Incorporated, and is passionate about educating people on financial topics to empower them to build generational wealth. Her current passion project is the development of her financial education not-for-profit called Financial Literacy and Insurance Partners (FLIP) which focuses on provide free financial education to high school students to prepare them for the changes financial landscape.
If you are seeking a dedicated Financial Professional who combines experience with genuine care for your financial future, Chris Boyd-Witherspoon would be delighted to assist you. Connect with her today to explore how her financial guidance can lead you to prosperity!
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.