Your choice of the right financial professionals is not a simple one.
It may also be one of the most significant investment decisions you will make in your lifetime.
At Chatterton & Associates, you are our greatest asset. Your happiness, your financial future and your trust in us are our highest priorities. Client satisfaction leads to growth and stability. These are the foundations we look to as we build our company for the future.
Our main objective is to provide your financial confidence today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on cash flow, investment time frame and client risk tolerance. Your financial goals will play a key role in determining which financial instruments we will implement in striving to obtain financial success.
We will help you maximize your financial efforts with a well-organized plan and continue to provide you details and recommendations throughout your relationship with us.
Chatterton & Associates – The Wealth Management Team, Inc. is an independent, full-service financial planning firm registered with and regulated by the Securities and Exchange Commission (SEC) as an Investment Advisor.
What is a CFP® &
What Can We Offer You?
A Certified Financial Planner is a recipient of the professional certification given in the United States by the Certified Financial Planner Board of Standards. It indicates that the recipient has met the CFP Board’s high standards of professional education, adheres to a specific code of conduct, and maintains an ethical and professional attitude towards their clients. We have to be knowledgeable in all facets of financial planning, including retirement planning, insurance planning, tax planning, estate planning, and financial investments. The Chatterton & Associates Financial Planners have a combined experience of around 45 years in providing professional services, proactive financial solutions and straightforward advice.