At Chatterton & Associates, we believe in clients, not customers, and we care about fostering our relationships. We know that your time is valuable, and our top priority is making sure that our interactions with you are meaningful and enriching. We always aim to provide you with financial confidence and we want to take that a step further by giving you content that addresses your financial needs, concerns, and questions. Now, with our new resource center, we will be providing options that work for your schedule, financial interests, and preferences. Read on to learn more.
Our blogs cover a wide range of topics concerning retirement, tax, estate, and investment planning, in addition to wealth management. Whether you need to know about the latest tax changes, have questions about your 401k, need a checklist for estate planning, how to best plan for market uncertainty, or are looking for tips on teaching your kids financial responsibility, our blogs provide answers to your most frequently asked questions and clarity to financial industry news.
Did you know we now offer a podcast? If you’re someone who gets more out of listening rather than reading, our podcasts provide helpful information in short bursts. If you’re looking for a quick economic update, how to build your legacy, or have wondered about the aftermath of the 2008 financial crisis, listen in. The Planning You Can Trust Podcast gives you an opportunity to listen wherever is most convenient for you and boost your knowledge when it comes to the financial topics that matter to you.
Finally, if you’re more visual, we invite you to attend our webinars, which will break down the current issues of our complex financial economy into manageable presentations that will better inform and make you more proactive in your planning. If you can’t attend the day of, you’ll be able to watch a recording later so that you can still get the information you need at a time that works for you.
More to Come…
As we grow our Resource Center, we will be adding more interactive elements so that you can submit the questions and topics that you care about. Stay tuned!
Look to Chatterton & Associates for Your Financial Needs
Our goal for the Resource Center is to provide you with the information that’s most helpful to you in a way that promotes and enriches your financial wellbeing. We’ll keep you in-the-know in a format that works for you. If you have any questions, please contact us.
The Team at Chatterton & Associates