facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

One Office, Many Advantages

Founder and President of Planning You Can Trust, Robert D. Chatterton, believes that choosing a financial planning firm is based on much more than investment performance. Watch the video to learn the benefits of working with collaborative financial professionals versus individual advisors.

Advantages of Planning You Can Trust

By having a financial planner, tax advisor and estate lawyer in one location, we are able to:

  • Present ways to potentially reduce your taxes before preparing them.
  • Inform you of tax implications of a financial transaction before it is executed.
  • Accurately calculate the cost basis of your investments.
  • Advise you on how much money potentially to convert from an IRA to a Roth IRA.
  • Help maximize tax efficiency of retirement plan distributions.
  • Establish the right type of Trust for you with greater tax advantages.
  • Strategize on inherited IRAs for beneficiaries with the most appropriate options for each.
  • Provide tax advice for each beneficiary before they inherit money.
  • Title your beneficiaries correctly.

Request a proactive financial review

Check the background of this firm/advisor on FINRA’s BrokerCheck.