What can a ChFC do For You?
A ChFC (Chartered Financial Consultant) is an educated, experienced, and qualified professional committed to the financial well being of your family, your business, and yourself. A ChFC can provide professional advice on a broad range of financial topics and help you:
Create a Sound Financial Solution
- Help achieve your financial goals
- Analyze your overall financial situation
- Identify your life and health insurance needs
- Identify your personal property and liability risks
Manage Taxes Better for You and Your Business
- Review your current income tax situation
- Develop strategies to help reduce and defer your income taxes
Help You Plan for Retirement
- Prepare a retirement plan that will suit your needs
- Select a tax-managed retirement plan
Build An Investment Approach to Help You Reach Your Goals
- Identify appropriate investment opportunities
- Design a portfolio that will accommodate your personal objectives and level of risk tolerance
Enhance the Value of Your Estate
- Provide for your financial security during retirement
- Enhance your family’s security through the accumulation of an estate
- Conserve your existing assets