Financial planner in Reynoldsburg, OH (show on map)
Chaney Wealth Management offers personalized financial planning, investment strategies, and insurance solutions to help clients achieve their retirement and wealth goals.
Chaney Wealth Management is a financial services firm focused on helping clients develop and implement personalized strategies for retirement, investments, financial planning, and insurance. With a client-centered approach, the firm offers a range of services including retirement planning, investment management across various asset classes, comprehensive financial planning, and insurance solutions such as life, disability, and long-term care insurance.
The firm emphasizes education, proactive management, and long-term relationships to guide clients through life transitions and ensure their financial well-being.
Client-centered approach
Personalized service
Educational focus
Proactive management
Long-term relationship building
Services
Investments
Offers a variety of investment options including bonds, common stock, IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.
Offers insurance solutions including disability income insurance, life insurance, and long-term care insurance.
Disability Income InsuranceLife InsuranceLong-Term Care Insurance
Credentials & Certifications
AAMS (Accredited Asset Management Specialist)
Frequently Asked Questions
What is the firm's approach to retirement planning? +
The firm specializes in helping individuals develop sound retirement strategies, focusing on money management and addressing critical issues to ensure clients do not outlive their money.
How does the firm handle financial planning? +
The firm provides comprehensive financial planning services, including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.
What types of insurance does the firm offer? +
The firm offers insurance solutions including disability income insurance, life insurance, and long-term care insurance.
