At Chaney and Associates Financial Planning, LLC, we provide tailored strategies to help those in or near retirement pursue their individual goals. Using our proprietary process that we call the WealthStream System, we work to help you not only with wealth management, but also with other aspects such as estate planning, risk management, and tax planning throughout our long-term partnership with you. We look at your entire picture and create customized plans and portfolios so you may look to the future with anticipation rather than apprehension. We follow our proven process to provide you every opportunity to achieve true financial independence.
We specialize in retirement distribution planning. During this critical stage, we can help you avoid common mistakes that separate individuals from their hard-earned retirement savings.
Insurance is an important part of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.
While living, an effective estate plan will spell out your wishes and ensure they are carried out – even if you are unable to communicate. At death, an estate plan will transfer your possessions to the people or entities you want, in the manner you desire.
Gain guidance and insight related to your options regarding the care of a loved one. Our experienced team can help you understand how state and federal benefits can be acquired and how assets can be protected.
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The IRS has a plan. Do you?
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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."