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Now Available On-Demand: The Role of Nutrition on Cognition
Discover how everyday food choices can support brain health and reduce the risk of cognitive decline. In this insightful webinar, Dr. Patel explores the science behind nutrition and mental clarity and shares practical tips you can apply right away.
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Our Services
Wealth Planning
From investment management to tax-reduction strategies, to cash flow analysis and budgeting: the financial planners, tax professionals, and estate attorneys at Chatterton & Associates are here to help you develop a comprehensive and strategic retirement plan based on your lifestyle, risk tolerance, return objectives, and income needs.
Tax Planning
Our financial advisors and tax professionals aim to not only minimize your tax burden in the short term (which can free up additional funds for investments), but also potentially saving you money in the long run by strategically managing your assets and identifying tax-advantaged retirement plans.
Estate Planning
One of the most rewarding things about building and preserving wealth throughout your lifetime is the knowledge that you’ll be leaving your financial legacy to the people, causes, and/or organizations you value most. At Chatterton & Associates, our financial advisors work directly with our in-house estate-attorney partners to help craft the legacy you envision.
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