Our Approach

At the Chandler Group we feel we offer the antidote to conventional retirement planning wisdom. Our belief is withdrawing 4% from your retirement savings has defaulted into conventional wisdom without regard for each client’s unique circumstance.

We look beyond this simple equation and help our clients plan to achieve their dreams for today, tomorrow, and well into the future— using our exclusive Confident Retirement® approach.

It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Investment Philosophy

Unlike traditional asset allocation strategies, we take a more flexible approach grounded in long-term fundamentals with adjustments for today's markets. We'll help you navigate the risks and rewards of the markets and offer personalized strategies offering upside potential with downside protection focused on helping you protect your wealth.

Our main tenets are:

    • Invest for the long term, but be mindful of investments that are overvalued or are vulnerable to near-term event risk.
    • Always be diversified to help reduce chances of making emotional decisions.
    • Make small course corrections rather than large portfolio changes inconsistent with your investment policy.

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Diversification and asset allocation do not guarantee overall portfolio profit or protect against loss in declining markets. Product diversification can help protect against certain financial risks, but it does not protect against market losses.

 
 

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)