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Working with our clients.
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Do you need immediate help with an accounting or tax questions? Are you considering
making a financial gift and want to know the impact it may have on your estate? Just call
a professional at Carneiro, Chumney & Co. Over 80 years of service tells you that we are
client focused and responsive! We don’t just tell you that we offer excellent client service,
we do it every day.
If you want the level of service that the rest of our clients have received for the last 80
years - contact us.
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Are you ready? Are you sure?
We help our clients build a clear path to financial security–an essential step amid what can
seem like a bewildering array of choices and an uncertain economy. Using careful analysis
and research, practical good sense, and a wealth of knowledge and experience, our
professionals prepare a complete written financial plan for you, and personally assist you
with the implementation of the plan’s recommendations. Depending upon your goals,
a formal plan will contain specific guidance pertaining to one or more of the following:
Pre-Retirement Planning
Our professionals are highly experienced in all the facets involved in helping you plan for
a comfortable and secure retirement. We use sophisticated planning models, research
databases, and comprehensive data gathering techniques to prepare a series of specific
plans and investment recommendations for your retirement planning needs. Every pre-retirement
client receives a financial asset allocation and lifetime income protection plan.
Financial Planning
Our professionals have the experience and tools to help you meet your financial goals.
This help includes maximizing investment returns, reducing long-and short-term risks,
and providing expert advice on their tax, insurance, college and estate planning needs.
Mid-Career Planning
If you 15 or more years in the workforce, we’ll help you to make the right financial and
investment decisions, including developing debt reduction strategies, determining disability
and life insurance needs, selecting college savings plans, and projecting future retirement
income needs.
Contact Julie Norton if you’d like to discuss how we can help you with your retirement planning.
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