Due to the increasing challenges facing most households and businesses, and numerous requests from many of our clients, Chapman Hext expanded the scope of our oversight and guidance.
We understand that accelerating life pressures and economic uncertainty, combined with the never ending changes in the tax code have increased the need for additional guidance from the CPA perspective. Through CH Wealth Management you are able to access comprehensive financial planning from a CPA point of view – giving you the guidance you need for making decisions that can affect you financially.
This can help simplify decisions giving you a greater sense of control.
Through a comprehensive discovery process, we gain a thorough understanding of our client’s specific needs and goals. Financial strategies and recommendations are created and customized to accommodate each unique situation. Ultimately, we help our client’s create a course of action, implement their financial plan, and monitor their plan and investments on an ongoing basis.
As fee-based, independent advisors we serve our clients in a fiduciary capacity and our first and foremost objective is to help you reach your financial goals. We also consider the tax implications in all that we advise you to do. Tax planning is our forte.
Whether you’re planning for retirement, considering estate ramifications, saving for your children or grandchildren’s college, protecting your income, or setting up an investment program for your employees, CH Wealth Management will put your interests first and treat your assets with the care and due diligence they deserve.