Wealth Management Process

A well thought out financial plan can help people achieve their financial goals, and could save them and their heirs from paying avoidable taxes and other costs. Chambers Wealth Management Services can assist you in developing and implementing your financial plan through our Client Driven Process. Our job is to help ensure your long term financial security by helping you become financially organized.

Lack of coordination in an existing financial plan and the desire to take that planning to another level is vital. We take a global view of your financial situation. We work on a cross disciplinary basis, not just in the legal, accounting, insurance, or investment perspective but accross the board. This pocress allows us to indentify coordination gaps as well as missed financial planning opportunities. 

Our clients have told us that the differnce between having their work done, and having it done as well as possible, has meant a greater confidence and clarity in their financial plan. Chambers Wealth Management Services offers a broad range of services, including:

Wealth Management & Strategic Investment Analysis

Strategic Investment Analysis is the process of developing an investment strategy based on your time horizon and risk tolerance, implementing that strategy, and reviewing it periodically. The process includes:

  • Risk Tolerance Analysis
  • Portfolio Construction
  • Manager Research & Monitoring
  • Investor Education

Financial Evaluation and Analysis
Family Wealth Education and Guidance

Financial Evaluation and Analysis is the process of evaluating both the financial and emotional issues surrounding your goals and objectives. The process includes:

  • Retirement Distribution Strategies
  • College Education Funding Techniques
  • Tax Reduction Strategies
  • Disability Income, Long Term Care & Life Insurance Analysis

Executive Compensation Plans

Executive Compensation Planning is the Process of developing a strategy to provide compensation to the Owner and Key Executives of a Business. This includes:

  • Deferred Compensation Plans
  • Split Dollar Funding
  • Qualified Pension & Profit Sharing Plans

Business Succession Planning

Business Succession Planning is the process of creating a blueprint to ensure the continuity of your business. The Process includes:

  • Buy Sell Agreements Funding
  • Key Person Indemnification
  • Family Equalization Techniques

To determine whether you would realise a similar value from our services contact us for a complimentary consultation.

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

Comprehensive financial planning services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor.  

Please note that you can implement your financial plan at the financial institution of your choice.