Services
At Chrazen Financial, we offer a variety of services to our clients. Here’s an overview of the financial planning services that you can receive from our specialists
Investment Planning
Do you wish to make some wise investments that deliver outstanding returns? Then you just need to get in touch with one of our investment planning specialists. We will carefully assess your needs and help you with making the right investment choices. Our assistance is available for you to make investments in numerous sectors and projects.
One of our main objectives is s to help you with getting a diversified investment portfolio. All investments will be carefully picked as per your needs. In other words, we will help you to select from annuities, ETFs, bonds, stocks, mutual funds, and many other investment vehicles.
We don’t just recommend the best investment opportunities for you. We will also help you to track and monitor the performance of your investment portfolio. You can have a clear picture of how good your investments are doing with the help of us.
Retirement Planning
Planning for your retirement is one of the biggest goals you have in mind as of now. We are ready to help you with planning for a fruitful retirement. Our team is aware of the most effective retirement planning methods available out there. Depending on your preferences, we will introduce the best ones for you.
We know that you’ll require some psychological assistance with managing money during retirement. This is why we determine the best retirement income sources and help you to determine whether to reallocate or sell your assets.
The financial modeling services offered by our team can help you to adjust your inflation income throughout your retirement. On top of that, we will also help you to determine the distributions that you get from different retirement plans such as pension funds, IRA, or 401(k). You can enjoy a hassle-free retirement with the retirement planning services we offer.
One of our main objectives is s to help you with getting a diversified investment portfolio. All investments will be carefully picked as per your needs. In other words, we will help you to select from annuities, ETFs, bonds, stocks, mutual funds, and many other investment vehicles.
We don’t just recommend the best investment opportunities for you. We will also help you to track and monitor the performance of your investment portfolio. You can have a clear picture of how good your investments are doing with the help of us.
Longevity Planning
Our longevity planning services can help you with getting long-term care and assisted living support that you require after a catastrophic or critical illness. On top of that, we will make sure that such an illness doesn’t hinder your income sources.
Long-term care and assisted living can be quite confusing and challenging for an average person to figure out. That’s because there are many different types of long-term care planning, which should be implemented. No matter what, long-term care is an overwhelming problem that all your family members have to face. It will bring emotional, physical, and financial challenges. However, you don’t have to worry too much as our team at Chrazen Financial is there to help.
We will custom-design your long-term care and assisted living plan. This will be done based on your needs, beliefs, and your values. No matter how we plan it, you can expect to receive assistance with living a quality life whenever you need it the most.
Legacy Planning and Estate Preservation
We will help you with building a nest egg and managing it throughout your retirement. This will help you to stop worrying about finances for the rest of your life.
In case of an unexpected death, life insurance will take care of family members by ensuring their financial security. In fact, life insurance will replace the income of the breadwinner to dependents and pay off all sorts of debts and final expenses.
The process of transferring an estate after death is not all about drafting a will. There are multiple beneficiary designations that you have to work on. For example, you will have to coordinate with multiple entities such as family-owned businesses, family limited partnerships, trusts, and charitable foundations. This is where legacy planning and estate preparation come into play.
We will help you to come up with a solid strategy, which will cater to the needs of your financial plan. This will help you to stay away from the stress of legacy planning and estate preservation.
401(K) self-directed brokerage
If you are looking for someone to manage your 401(K) professionally, we are there to help. You can be with your employer, and we will take care of it. By combining self-directed brokerage along with the plan, you can make sure that all assets remain along with the current custodian. However, it will still be possible for you to allocate a part of the 401(K) outside your plan offers. It is also important to keep in mind that all plans don’t come with this option. However, we can guide you to add it if you are eligible for it.
