ABOUT
Chris Dunshie
Retirement Specialist
Chris Dunshie is the founder and lead advisor of Credence Financial Group. As an affiliate of the Your Retirement Timeline (YRT) organization and a certificated National Social Security Advisor (NSSA), he is fully trained and knowledgeable on the wide variety of retirement options available to North Carolinians. Chris takes takes an educational and honest approach with his clients to collectively build a retirement financial plan that they agree with and supports the lifestyle they envision.
Chris is a long time resident of North Carolina. After serving in the Navy, Chris spent a number of years as a builder before becoming dedicated to helping people find their path to retirement.
Our Company Values
For those who are seeking financial advice, we realize the available options are many and deciding who to work with is challenging. Listed below are TrueNorth's values which should give you a better understanding of how we operate.
-
People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First is a priority statement that places people and relationships ahead of financial matters.
-
Integrity Matters – We believe that integrity and truth are paramount. We believe we need to conduct our business in such a manner that we are “above reproach". We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
-
Communication Matters – We believe that communication with our clients builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our clients deserve the type of communication that is frequent, timely, truthful, & relevant.
-
Customer Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.