Retirement Income & Distribution Planning
Integrated Retirement Strategies for Your Financial Wellbeing
Whether retirement is years away or just around the corner, thoughtful planning can help ensure you step into the next chapter of life with confidence and purpose. At Chatterton & Associates, we develop proactive, personalized retirement strategies designed around your goals, lifestyle, and long-term vision — helping you retire on your terms while preserving the opportunities and legacy you’ve worked hard to build.
Retirement is the beginning of a new chapter, one defined by freedom, purpose, and peace of mind. With the right planning in place, it becomes an opportunity to focus on what matters most and live with greater confidence about the future.
Let Us Help You Retire With Purpose
Employer-Sponsored Plan
Review
Is your 401(k), 403(b), TSA, 457, or other employer-sponsored plan aligned with your retirement goals? We provide an objective review to help you understand your options and make informed decisions 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 will help you
At Chatterton & Associates, we serve as fiduciaries in the truest sense — placing your best interests at the center of every decision and recommendation. Our CERTIFIED FINANCIAL PLANNER™ professionals take a comprehensive, forward-looking approach to retirement planning, integrating cash flow analysis, investment strategy, and proactive tax planning to help preserve and optimize your wealth. As your life evolves, we continue working alongside you, refining strategies and providing ongoing guidance designed to support the lifestyle you envision and the legacy you intend to leave behind.
Meet The Chatterton Team
Kyle Schneider
Financial Planner, CFP®, ChFC®
Rachel Wood
Client Account Manager
Eric Oh
Financial Planner, CFP®, ChFC®, ChSNC®
Work with Us to Plan Your Ideal Retirement
Meet with our team to begin a conversation about your goals and explore a personalized strategy designed around your future, your family, and the legacy you want to leave behind.
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Stay connected with us! Receive timely updates and proactive strategies for retirement success based on current and future market volatility, tax policy changes, and other law changes.
