Ted Chibnall, CFP® and WealthPlan Advisors Group offers:
Disciplined in our approach and delivery
Perspective that is fresh and practical
Experience that counts
Working as a team
Focused on You
Some day… your ability to manage money will dictate the quality of your life.
We strive to prepare you for that day. For many, having a Financial Adviser means having someone to take care of things for you while leaving you in the dark. We see our role as to enlighten you and to involve you in the financial decision-making process. We aim to prepare you, equip you, support you and be your advocate as you achieve your financial success.
We hope, through personal coaching and informal educational workshops, to prepare you for your role in the financial decision-making process. Every life experience provides an educational opportunity… especially the painful ones. We will be there to work through all of the tribulations and triumphs of pursuing lasting prosperity.
Knowing where you stand, imperfections and all, helps you to make more informed decisions. Our firm believes in time-proven investment strategies that are not prone to day-to-day transactions. We will, at times, change strategies or directions as circumstances indicate. Having accurate information helps us in that process. Periodic checkups as you progress toward your desired benchmarks as well as a tax and legal updates are also valuable parts of our client service.
Accessibility and Personal Touch.
We manage life savings. The money we manage sends kids to college, builds a legacy and assures a retirement income you won’t outlive. We stay focused on our job by staying focused on you. We clearly understand our clients’ goals and objectives. We strive to listen. We keep our input relevant and personal. We return phone calls, we meet personally and we keep our commitments. That’s what we would expect of you if you were our advisor. We take your success personally.