Chadwick Financial Advisors strives to cultivate positive relationships with media professionals. We are always accessible to assist the media with financial content to help educate and inform the general public. Feel free to contact us for articles, interviews, plain English explanations of complex financial concepts and financial content in general. We are happy to be a resource for your organization by providing information on any of the following issues:
Financial Advisory
- Financial Advice - hourly fee or annual retainer
- Fee based investment management
- Estate and tax planning - thinking ahead - proactive not reactive
- In-depth portfolio analysis
- Retirement planning
- exit strategies
- spendable income matters, not lump sums
- pension plans, non qualified plans
- Pension distribution selection and maximization
- Required Minimum Distributions - calculations and tax minimization strategies
- Education funding
- Business succession
- Key Executive retention
- Cash flow analysis and savings guidance
- Mortgage selection - debt repayment strategies
- Good debt vs bad debt - yes some are indeed good
- Financial aid - stacking the deck in your favor
- Lump-sum settlements
- Settlement option analysis
- Stock option analysis, divesting and diversification
- Analysis of severance options
- Analysis of employment contracts
- Trust, inheritance and foundation planning
- Charitable planning & philanthropic gifting
Insurance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
For further information please contact us.
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