Ways We Help Our Clients

Chesapeake Financial Planners offers independent financial management and advice in the following key areas:

  • Cash management
  • Investment planning
  • Tax planning
  • College funding
  • Charitable giving
  • Risk management
  • Retirement planning
  • Estate conservation

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How long will my retirement savings last?
  • Will my family be able to survive if I died suddenly?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • Will I be able to maintain my standard of living in retirement?
  • What is the best way to save for college?
  • Would my family be able to get by if I was unable to work?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?