‘Is that enough?’ I have $1M in a Roth and a $600K home. I’d like to give it to a single heir, but will that be enough to provide financial security?

Jeff is one of Chesapeake’s founding partners and a go-to advisor for professionals navigating complex transitions like retirement, business sales, or sudden windfalls. With nearly two decades of experience, he’s known for delivering calm, clear guidance when it matters most. Clients say working with him feels like talking to a longtime friend, if that friend happened to be an award-winning financial expert.