Our clients hire us to do 3 things:
- To bring creative design ideas to the table in the areas of income, estate, and gift tax savings, as well as wealth accumulation and wealth protection.
- To coordinate and collaborate with their existing advisors, typically attorneys and CPAs.
- To act as the catalyst to get things done.
At Chichester Financial Group LLC, we pride ourselves on being process-oriented, not product-oriented. We are a comprehensive fee-based, wealth management firm. Our main focus is to coach each client to make informed and intelligent decisions regarding their wealth. We primarily assist clients in clarifying their visions for their “ideal future.” To do this, we assess and analyze where they really are now, and then develop a written strategic plan with specific action steps that may help guide our clients to their stated vision.
We don’t just hand our clients a financial plan and then put the onus on them to implement our recommendations—we personally supervise that each agreed-upon recommendation will be implemented in the coming year.
If you are looking to partner with a credentialed, caring, and seasoned wealth management firm, please click here to contact us.