Integrated Retirement Strategies for Your Financial Wellbeing
Where do you envision your retirement taking you? No matter if you’re just starting to save for retirement or nearing the end of your career, proper retirement planning is the key to helping you retire when you want, how you want. Chatterton provides proactive personalized retirement planning that helps you realize your retirement goals.
Let Us Help You Retire Comfortably
Employer-Sponsored Plan Review
Is your 401k, 403(b), TSA, 457, or other employer-sponsored plan working for you? We fairly assess what your plan is offering and if it’s right, based on your individual needs.
Asset Allocation for Retirement Planning
We guide your retirement strategy to make sure that your retirement assets are properly allocated to meet your goals and diversified against the unknowns.
A Retirement Plan with Tax Reduction in Mind
We recommend and implement tax strategies that could help reduce your taxes both now and in the future, to preserve your retirement savings.
How We Can Help You
Chatterton operates on a Fiduciary Standard which means we put your best interests first. Our CERTIFIED FINANCIAL PLANNER™ professionals will help you assess your retirement needs, from cash flow analysis to tax projection strategies that can help minimize your tax burden in retirement.
Meet our Team
Rob Chatterton - ChFC®, CFP®
As the Founder and President of Chatterton & Associates, Rob Chatterton has helped hundreds of families see how the collaboration of estate, tax, and wealth planning can benefit them by identifying potential future tax savings, coordinating estate plans for the client and beneficiaries, and implementing and managing personalized investment strategies.
Kyle Schneider - ChFC®, CFP®
Kyle works closely with his clients to help make important life decisions and plan for the future. Kyle embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.
Eric Oh – ChFC®, CFP®, ChSNC®
Eric believes that a financial advisor’s biggest responsibility is client education; the more we educate, the more productive the relationship becomes. Working with centers of influence, such as accountants and attorneys, is also a high priority for Eric and his firm. His ultimate goal is to try and reduce clients’ financial burdens and allow them to focus on more important things in life.
Serving Orange County and Surrounding Areas
We’re proud to serve individuals and their beneficiaries in and around the Orange County area with their retirement planning needs. If you live or operate in or near any of the following cities, we’re here for you:
- Anaheim
- Yorba Linda
- Santa Ana
- Tustin
- & Surrounding Areas
These are the areas that we primarily serve, however, we do serve clients outside of these cities as well as out of state clients.
Frequently Asked Questions
You can never be too early in saving for retirement. While everyone’s retirement journey looks different, we can help you assess how much you’ll need to save and how to make those savings work for you in retirement.
While we can’t guarantee your tax liability will be zero, Chatterton provides strategy and projection meetings to ensure you’re not paying more than you need to in taxes during your retirement. We advise you on the tax strategies that will be most beneficial to your retirement goals.
If you’re looking at how to include your family’s needs in your retirement planning, we can help. We can advise you on specific, concrete steps to prepare for your retirement and the eventual transfer of your wealth.
Work with Us to Plan Your Ideal Retirement
Chatterton’s financial advisors and tax professionals can help ensure your retirement is planned exactly the way you want it to be. If you’re ready to consider your retirement goals, contact us today.
