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.

Chambers Wealth Management Services offers a broad range of wealth management services, including:

Money Management & Strategic Investment Analysis

Strategic Investment Analysis is the process of developing a sound 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 Counseling

    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 Programs

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

    For more information on these and other financial topics click here.

     

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


     

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