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Helping you visualize your future.

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Planning for
Your Future
      

Whether you’re looking to reduce your debt, send your kids to college, become financially independent, or all of the above, the first step to achieving your financial goals is to commit to an effective plan.  Need some guidance? We are here to help.

Lifetime Milestones
      

Entering the Workforce

Make a budget/track expenses; Review company benefits; Debt management; Start saving for retirement

Marriage/Having a baby

Disability/life insurance; Pay down debt; Begin a college fund and an estate plan

Established Career

Proactive tax planning; Long-term care needs analysis; Plan for retirement

Financial Independence

Social Security & Medicare planning; Cash flow planning and investment draw-down strategies; Pass on your estate

Chair Six Services
      

Tax
Preparation

 

Income tax preparation is usually a primer to more comprehensive services we provide our clients, and tax planning is a critical component of ongoing personal financial planning.

Investment
Management

 

If you choose to delegate the management of your investments to us, we will invest your money the same way we invest for our family and friends – by structuring an appropriate, customized investment portfolio around your personal financial plan.

Financial
Planning

 

Personal financial planning is a collaborative journey in which we work together to discover, contemplate, and define your goals then design and implement appropriate financial strategies to achieve those goals.

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Chair Six Insights
      

  • Another year begins! I’m finishing up some year-end tasks while planning for another tax season, and, quite honestly, I’m a little behind— so this is getting out a bit late. Being busy is a good thing...

  • The year is winding down, which means it’s time to start preparing for tax season. The Tax Cuts and Jobs Act has been in effect since January, which has made planning a bit more complicated than usual...

Let’s talk about your

financial future.

 

Have questions? Want to discuss your money issues? Becoming a client is easy! Contact us today and we can schedule a meeting either by phone or in person.

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