All financial planners are not created equal. We offer the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective and timely advice possible.
When evaluating financial planners, we encourage you to ask if they can offer tax advice? We do and integrate that advice in all of our financial plans.
Chesapeake Financial Advisors offers the following suite of services:
-
-
Goal Setting
-
Retirement Planning
- Wealth Accumulation Planning
- Retirement Distribution Planning
- Education Planning
-
-
We use an independent custodian to hold your investment assets
-
Wealth Accumulation
-
Asset Allocation Strategies
-
401(k) Investment Check-up!
-
Retirement Plan Consulting (if you're an employer or small business, we can help)
- Personal and business tax preparation services
We are independent and offer objective advice in all areas of our firm. We have included a guide below that may be helpful to you in learning why 46% of wealthy households now use an independent advisory firm as their primary financial relationship versus 35% using a broker. The reason is because they feel they receive more objective advice.
Click here to view the brochure "Investing in More Objective Advice."