Individual Financial Strategies

Recent events in the world and in financial markets have brought to bear the importance of planning and being prepared for the unexpected. At Chambers Wealth Management Services, we understand the importance of being Financially Organized. With this in mind, we have a system that can organize and coordinate your financial documents.

The foundation of this system is the Annual Review Process. The Review is designed to catch problems before they occur, measure progress towards established goals, and make necessary adjustments in response to changed conditions.

Common Life Events that may necessitate a change in your plan:

___ New Child or Grandchild

___ New Job or Promotion

___ Health Concerns

___ Change in Marital Status

___ Sale or Purchase of Home

___ Major Investment Gain/Loss

___ Retirement

___ New Investments or Insurance

___ Death of a Family Member

___ Receipt of Inheritance

___ Purchase or Sale of a Business

Areas of Interest or Concern:

___ Tax Reduction Strategies 

___ Investment Review       

___ Risk Tolerance Analysis

___ College Education Funding

___ Disability Income Protection

___ Life Insurance Evaluation

___ Executive Compensation

LFA does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.