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



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.



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.



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.


Chair Six Insights

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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