Broker Check

Why work with us?

If you are looking for a financial advisor who can help you plan for your retirement or meet the other financial objectives, consider Chaney and Marin Financial Planning, LLC. Our advisors are often complemented on taking a complex issue and presenting solutions and recommendations in a manner our clients can easily understand. We offer a friendly and casual atmosphere that makes our clients feel at home and able to discuss issues of importance to them, be it financial and / or personal.

We chose the name Chaney and Marin Financial Planning, LLC with purpose. We could have used “Wealth Management” or “Asset Management” in our name rather than “Financial Planning”. After all, we have access to the top money managers in the world! We chose the name “Financial Planning” because we do so much more than asset management… We make sure you become aware of and address other issues that may affect your financial wellbeing. In other words, we answer questions you may not know to ask.

You have many choices when it comes to selecting a financial advisor. Most hold themselves out as trusted experts in the area of wealth management. However, the simple fact is that not all advisors are alike, just like not all doctors are alike. Sometimes you need a specialist. For example, advisors may offer advice and counsel individuals on retirement plans, but they may not necessarily have a deep understanding of tax-planning strategies to get that money out efficiently. Tax deferred accounts are subject to an elaborate labyrinth of rigid and generally unforgiving tax rules. Often when errors are made, they cannot be fixed!

Uncertainty swirls around retirement planning. Making financial projections for decades to come poses a myriad of risks. Assumptions abound when pondering your retirement – from making educated guesses about your future savings and spending patterns to weighing how potential legislation and changes in the tax code might affect your assets. One faulty assumption can prove disastrous and leave you vulnerable years from now. With so many unknowns, we believe you should work with an advisor with expertise in retirement distribution planning and hope you will consider our firm in your search.

At Chaney and Marin Financial Planning, LLC, we have no minimum net-worth or income requirements, which means we are able to serve people from all walks of life. Our clients determine the scope of the services they need and are able to receive professional, objective and competent advice to address their concerns and desires.

If you think Chaney and Marin Financial Planning, LLC may be a good fit for you, please reach out to us and schedule a free initial consultation to discuss your needs. We look forward to hearing from you.


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