Financial Planning

Our firm offers a complete array of financial planning services. We will work closely with you to help you achieve your financial goals.

  • 68083.jpgRetirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

For most of us, social security will provide a large portion of our income in retirement. Making a mistake can waste tens of thousands of dollars over a lifetime. We can walk you through the maze of government benefits. click here learn about maximizing social security benefits.

  • Investment Review

Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals, your resources and spiritual values into account.

  • Estate Planning

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

If you have any questions please give us a call or email

Chart Advisors, Inc

7952 Secor Rd. Lambertville, MI 48144