As a Financial Planner, I can provide assistance on a range of financial issues, including evaluating insurance needs and helping clients grow their assets. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals. I strive to maintain a strong relationship with my clients through their different life stages.Our Mission We exist to bring our clients custom financial strategies and trusted insurance risk management tactics that help form the cornerstone for their financial future. About UsChartered Financial Services, LLC is a team that you can trust and rely upon to help set your financial house in order and to help 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 more secure and 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.1003476-00004-00