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Are We a Fit?

If you are looking for a financial advisor who can help you plan for your retirement or meet other financial objectives, consider Chaney and Associates Financial Planning, LLC.  Our advisors are often complimented on taking a complex issue and presenting solutions and recommendations in a manner our clients can easily understand.  We offer a friendly and casual atmosphere that makes our clients feel at home.  We chose the name “Chaney and Associates Financial Planning, LLC” because we do so much more than wealth management.  We make sure our clients are aware of and address other issues that may affect their financial wellbeing.  In other words, we answer questions you may fail to ask.


You have many choices when it comes to selecting a financial advisor.  Most hold themselves out as trusted experts in the area of wealth management.  The simple fact is, not all advisors are alike, just like not all doctors are alike.  Sometimes you need a specialist.  For example, advisors may offer advice and counsel individuals on retirement plans.  Still, they may not necessarily have a deep understanding of tax-planning strategies to access your retirement funds in a tax-efficient manner.  Tax-deferred accounts are subject to an elaborate labyrinth of rigid and generally unforgiving tax rules.  Often when errors occur, they cannot be fixed!


Uncertainty swirls around retirement planning.  Making financial projections for decades to come poses a myriad of risks. Assumptions abound when pondering your retirement – from making educated guesses about your future savings and spending patterns to weighing how potential legislation and changes in the tax code might affect your assets.  One faulty assumption can prove disastrous and leave you vulnerable years from now.  We believe you should work with an advisor with expertise in retirement distribution planning and hope you will consider our firm in your search.


At Chaney and Associates Financial Planning, LLC, we have no minimum net-worth or account requirements, which means we can serve people from all walks of life.  We provide our clients unbiased financial advice to help them navigate life’s major decisions, capture opportunities and avoid costly mistakes.  We have developed and refined a process that helps our clients work towards thriving in retirement, rather than merely surviving.  We call this process "The WealthStream System."  Our system puts all the pieces of the retirement puzzle together so our clients can look forward to retirement with anticipation rather than apprehension.  Having a tried-and-true formula like our WealthStream System, provides a firm foundation so our clients know what to expect and can feel confident that we are being thorough about the investments within their portfolio and confident that they are only paying for what they need.


If you think Chaney and Associates Financial Planning, LLC may be a good fit for you, please reach out to us and schedule a free initial consultation to discuss your needs. We look forward to hearing from you.


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