Senior Vice President - Financial Advisor, Consulting Group
I work closely with a select group of clients in the management of their financial needs. I lead a team of specialists as we advise and guide our clients in the implementation of customized wealth planning strategies. Our goal is to simplify the financial aspects of our client’s lives as we work to make this part of their life more manageable in good times and when times are less certain. Everyday we strive to earn being our client’s first choice in wealth management.
We follow a disciplined, asset allocation-based approach to investing. It is our belief that proper diversification is the most important aspect of effectively managing investment assets. Our goal is to tailor an investment portfolio suitable for our clients based on their goals, time horizon and risk tolerance.
Freedom doesn't come without a cost. Most financial experts say that you will need between 60 percent and 80 percent of your final working year’s salary — for each year of your retirement. Where will you get this money? Even if you could count on Social Security, it may provide far less than what you will need. You may be fortunate enough to have an employer-sponsored retirement plan. That’s why so many people are turning to private investments to supplement their retirement savings.
Please contact me to discuss your options.
Donald Chapman Phone: 1-800-435-2048 Email: email@example.com
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
November 28, 2022
May 10, 2022
Estate planning basics
May 20, 2022
Managed Accounts and Mutual Funds – What’s the Difference?
May 31, 2022
Government health care program fundamentals
Social Security fundamentals