Chester Metcalf

Description

If you are typical of most people I see, you have probably bought insurance several times, from different companies and for different reasons. You have probably done some investing, too. If so, you either might have lost money or your investment has gone nowhere. You've thought about early retirement, but don't know if you are on track or how to plan for it. You've wondered how you can preserve your assets during retirement, but not outlive your wealth. You may or may not have a will. If you don't, I'm sure you know that you should have one. You've heard about trusts, but do you know where they come into play? You've wondered about the relationship between your tax bracket and your retirement accounts, and the limits the IRS places on your personal situation. Your employer offers you benefits, but you aren't sure how they fit into your overall financial picture. My purpose is to coordinate all of this information, to show you where you stand today, and to help you make plans for the future. My purpose is not to sell you something and go away. My purpose is to build a lifetime relationship with you, and to help build and protect your wealth in the process. Though my life cannot possibly exactly mirror the lives of my clients, the advice I give is the advice I live. I am your financial advocate.

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