Services

Services

Chancery Financial's services are flexible by design so that clients can combine the right mix of services in the pursuit of long-term life goals. Our clients are individuals, companies and non-profits. Our services use tools built on industry-leading organizations, best-in-class technology, and institutional-class investment concepts. Our services focus on our clients' needs for un biased financial advice grounded in a fiduciary commitment to put our clients' interests before our own.

Transparency and Independent Financial Advice

J. Chris Cogswell, founder of Chancery Financial Advisors, is an independent financial advisor and an Accredited Investment Fiduciary. In today's climate where honesty and transparency may be in short supply, we always disclose the costs to the client involved in any investment, as well as, any information that may be seen by the client as influencing our recommendation. Importantly, we have no investment banking relationships or soft dollar arrangements that bias the advice we provide.

Services for Individuals can include:

  • Private Wealth Management
  • Retirement income generation and projections
  • College projections and planning
  • Creation and implementation of a financial plan
  • Review of work-related retirement accounts and benefits
  • Investment portfolio recommendations
  • Asset and wealth protection strategies

Business Wealth Planning

Your financial independence depends on your ability to convert your assets to streams of income or cash in retirement. Business owners have three main assets:

  • Income from Employment
  • Property such as real estate and equipment
  • The operating business

We will help you maximize all three types of assets so that you can enjoy the retirement you desire while taking care of all of those depending on the successful business.

Services for Business Owners & Companies can include:

  • Establishment and service of 401(k) and other retirement plans
  • Financial education and advice for employees
  • Valuation and transaction advice for owners
  • Business protection and continuity strategies
     

Non-Profit Strategies

Non-profit organizations have special social missions and standards that require particular strategies in order to meet goals and protect institutional integrity. Below is a partial list of how we can help non-profits to succeed in this effort.

Services for Non-Profits can include:

  • Establishment and service of 403(b) and other retirement plans
  • Financial education and advice for employees
  • Fiduciary reviews of investment committees and processes
  • Fiduciary reviews of Investment Policy Statements
  • Manager of managers
  • Portfolio design and management services

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A better tomorrow for you and those you care about.

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