You deserve a financial planning firm with financial advisors that provide tailored strategies to help you pursue your goals. At Chaney and Marin Financial Planning we provide this important service by leveraging our extensive experience along with our longstanding relationships with estate planning attorneys, elder law attorneys, accountants and CPA's. Our combined experience along with our on-going commitment to education and innovative thinking allows us to create customized plans and portfolio's designed to provide you clarity and insight into your financial future. As an independent financial planning firm, we take our fiduciary responsibility very seriously. Contact us today to schedule your free one-hour consultation at either our El Paso or Las Cruces office.
We specialize in retirement distribution planning. During this critical stage, we can help you avoid common mistakes that separate individuals from their hard-earned retirement savings.
Insurance is an important part of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.
While living, an effective estate plan will spell out your wishes and ensure they're carried out – even if you are unable to communicate. At death, an estate plan will transfer your possessions to the people or entities you want, in the manner you desire.
Gain guidance and insight related to your options regarding the care of a loved one. Our experienced team can help you understand how state and federal benefits can be acquired and how assets can be protected.
Get your free Federal Employee Benefit Analysis
The IRS has a plan. Do you?
Get your free portfolio risk analysis
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."