Ways We Help Our Clients
Chesapeake Financial Planners offers independent financial management and advice in the following key areas:
- Cash management
- Investment planning
- Tax planning
- College funding
- Charitable giving
- Risk management
- Retirement planning
- Estate conservation
Our services are designed to help you answer the following questions:
- How can I get more from my investments?
- How long will my retirement savings last?
- Will my family be able to survive if I died suddenly?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- Will I be able to maintain my standard of living in retirement?
- What is the best way to save for college?
- Would my family be able to get by if I was unable to work?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?