Reach Your Financial Goals

Enjoy life and let us handle the details! Chancellor Financial Planning is an affiliation of qualified financial planners that help clients fulfill their needs through a highly personalized process. Our objective is to help you live the life you want now while preserving your wealth for the future.

An All-Inclusive Structure

Our structure and process takes the worry out of financial planning. We start with forming a relationship to map out your objectives and determine expectations. We will then review your portfolio and work hard to anticipate your needs. Our financial planners are able to make sophisticated and goal-based planning quickly, so you don’t have to wait for answers. It’s our duty to ensure that you are able to effortlessly reach your financial goals and that your investments remain balanced with your life.

Services We Offer

  • Wealth Planning
    Our tax, asset allocation, investment research and estate distribution specialists develop a fully comprehensive plan to ensure your financial goals.
  • Trust Services
    Help ensure that your assets are managed according to your wishes and pass to your beneficiaries
  • Tax Planning
    Our team will prepare your tax return, provide aggressive tax planning or work with your current tax advisor to establish strategies with the goal of reducing the amount you pay in income tax.
  • Estate Planning
    We will work with you to create a plan to lower your estate taxes while ensuring that current and future financial obligations are foreseen and planned for accordingly.
  • Risk Management Planning
    Have the financial security you need through our comprehensive strategies, tools and services. Our skilled team will work to mitigate large financial losses if and when they occur.
  • Small Business Planning
    Our professionals will assess and establish employee retirement plans, executive compensation and business buy-sell/continuity strategies.
  • Education Planning
    With the cost of higher education rising every year, it’s important to have a plan in place. We will assist you with estimating future costs and creating an investment program.
  • Retirement Planning
    If you are planning to retire soon or if you see retirement in your future, we can help you plan accordingly.  We will evaluate any existing retirement accounts and provide advice on how to  effectively maximize your income on those accounts upon retirement.   We will work to make sure that you receive a steady income during your years of retirement.
  • Investment Management
    We work to develop portfolio strategies to achieve your financial goals.

Exceptional Referrals

A financial planner can be provided to you through Chancellor but should the need arise, we have the ability to refer you to a highly-skilled attorney or CPA. Our existing relationships with highly qualified experts throughout the financial industry allows us to fully address your needs.