Why you need a Plan

Having a trusted advisor by your side is often the first step in helping bring your life’s goals into focus. We specialize in helping you sort through your options, clarify your strategy and navigate your path towards your goals. As a Registered Investment Advisor, Chancellor Wealth Management and our advisors are held to a fiduciary standard in all matters pertaining to our clients.

Seeing our clients realize their goals brings us great satisfaction.
– Scott Clanton, Financial Planner

Our process to develop a personalized, written financial plan helps you to:

  • Clarify and prioritize your most important goals
  • Formulate a strategy to reach your goals
  • Help provide guidance and encouragement
  • Reduce the fear of the unknown
  • Lower your exposure to taxes and personal liability
  • Invest in a manner consistent with your individual risk tolerance and time horizon
  • Prepare for the future and the unexpected
  • Communicate as a family about money and its role in your lives
  • Keep you informed as to changing market conditions and laws
  • Channel time wasted worrying about money into more enjoyable pursuits
  • Bring you a sense of accomplishment, fulfillment, and peace of mind

Discover our process to create your Personalized Financial Plan.