Chartered Financial Services, LLC

We exist to bring our clients custom financial strategies and insurance risk management strategies that help form the cornerstone for their financial future. Since 1986 Chartered Financial Services, LLC has been a team that you can rely upon to help set your financial house in order and to protect all that is important to you. Our team is here to gain an understanding of what you value most. We will evaluate your current financial and insurance needs and goals and then will implement a strategy that will assist in achieving a brighter financial future. Whether it is wealth accumulation for education, retirement, asset protection, or small business strategies, we are available to assist. Our Financial Planners specialize in fee-based financial planning and investment management, focusing on retirement income planning. We can provide meaningful risk transference strategies through the use of insurance products, such as life insurance, long term care insurance, disability income insurance, annuities, homeowner’s and auto insurance and umbrella policies to help solidify your financial foundation. Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member SIPC. (sipc.org), and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Chartered Financial Services. The financial professionals associated with Chartered Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPLE and have not been reviewed by LPLE as to accuracy or completeness.