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The Chadwick Bay Investments Difference

Your money should work as hard as you do, so it’s important to partner with a financial professional who is focused on YOUR best interest. Each and every day, I will strive to go above and beyond to provide you with an experience that exceeds your expectations. The truth is, you have plenty of options when choosing a financial advisor. At Chadwick Bay Investments, my mission is to be your BEST option. 

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My Values

I can offer you great value as a long-term partner in your financial journey, providing you with specialized, transparent guidance both before and after your retirement. Together, we will develop a comprehensive strategy to apply toward the achievement of your specific goals and aspirations.

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My Process

As your Advisor, I can help you add discipline, knowledge, state-of-the-art technology and objectivity to your decision-making process. It is easy to fall into the habit of choosing based on emotion, and it is vital to have a partner by your side to help you make informed decisions and encourage you to stay on course.

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Financial Planning

I will work closely with you to understand your values and goals for the long-term, as well as your concerns today. Together, we will determine your risk tolerance, timelines, investment experience and current portfolio performance.

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My Commitment

Trust is the cornerstone of any relationship with a financial advisor.  Trust serves as the foundation of a partnership that together develops goals and plans.  This partnership is designed to be long-term addressing current issues and concerns that confront my clients and their families.  I believe that all successful financial goals need solid constructive planning.

A financial plan is designed to create a complete picture which can provide my clients defined and obtainable objectives.

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Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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