Our Services
Chell offers a boutique experience to our clients to ensure their one of a kind needs are met. For that reason we specialize in a plethora of topics, and use strong industry and local connections to assist clients with anything they may need. Below are a few of the key services that we offer to our clients.
Investment Planning
Comprehensive planning, advice, and investment management.
Small Business Planning
Making sure you have the right plans and procedures in place for your small business.
Estate Planning
We work with you and your family to ensure you and your family are prepared and protected, while ensuring your legacy.
Retirement Planning
Working with you to navigate the financial transition to retirement and everything in between.
Portfolio Management
We review and adjust your portfolio to ensure that your goals are met while also minimizing your risk.
Tax Planning
Optimizing your tax strategies to ensure the lowest tax liability.
Wealth Building
We optimize your strategies to generate long-term income across a balanced portfolio.
Insurance Planning
Providing personalized risk analysis and offering insurance options that are the right choice to protect yourself and your loved ones from unexpected events.
Legacy and Charitable Planning
We work with you to ensure you and your charity are receiving the most out of your donation. We also help create long term plans that leave a lasting legacy.
Education Planning
Ensuring your dependents future education is secure by working with you to choose the correct strategies to optimize your savings and its tax benefits.
