The Financial Chase, LLC is an independent, Registered Investment Advisor (RIA) firm that equips our clients with the tools they need to approach today's reality for long-term financial success. We aim to better serve generations that need financial planning the most.  The Financial Chase offers fee based, comprehensive financial planning with no obligation and no hidden fees.
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                                                                                           #KEEPITSIMPLE

FINANCIAL SERVICES

Financial Planning 


  • A detailed road-map to your financial life 
  • Complete context to your financial decisions 
  • Cash flow & Debt Management​​ ​

Investment Management

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  • No investment minimums 
  • Disciplined and diversified strategies tailored to your specific goals ​
  • Low cost approach with transparent fees ​​​​

Insurance


  • Disability insurance
  • Long-Term care insurance 
  • Term  vs. Whole Life​