Wednesday, November 7, 2012


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PERSONAL FINANCIAL HEALTH CHECK UP

       Let us evaluate your financial health
THIS WON'T HURT A BIT !!!

Our attorneys, financial advisers, bankers and insurance professionals  will evaluate your current estate plan, your debt structure, your  financial plan and all of your insurance needs and will look for ways to save you money, enhance your wealth, provide you better  services and enhance your financial security.  We will provide legal analysis of your estate planning goals to provide for your loved ones and to avoid unnecessary costs and taxes. We will evaluate the performance of your investments and the suitability of life insurance products, including disability and long term care to preserve wealth. We will evaluate/and or bid out your auto and homeowner's insurance and attempt to see if we can offer you better health care coverage at a more competitive price. We will look for ways to reduce your tax burden.  We will analyze your expenditures and make recommendations to improve your economic efficiency. The initial fee for this service can be as low as $750.

(Should we make recommendations to improve your estate and financial planning needs, additional legal work to execute these legal documents/recommendations  may be proposed which would require a separate engagement letter). 


TO GET STARTED: 

DOWNLOAD APPLICATION AND WORKSHEET 

CHARTWELL CAPITAL WEBSITE



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