Chadwick Financial Advisors
Financial Advice In English: Because money does not come with instructions
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The History of the Dollar Bill
You may not know what went into the creation of this dollar bill. Amazingly much more went into its creation than any other bill in history. U.S. Currency isn’t even paper! It doesn’t buy much any more – perhaps a cup of coffee or a half gallon of gasoline. It bought much more years ago – but the true meaning of the dollar bill is something everyone should know.

Click here to read the dollar bill’s history and spread the word.

Our Services

Financial Advisory Services:

  • 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 Services:
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
Chadwick Financial Advisors - Making Plans, Hopes and Dreams Become Reality
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with either Place Financial Advisors or Chadwick Financial Advisors.