Matt Chancey, CFP
If you are looking to work with an Orlando financial advisor, whether you’ve never had one before or you’re simply looking for a change, I’d be happy to chat with you to see if we’re a good fit for each other. Before reaching out to me, however, please read below to understand how I typically work and the types of people that I serve best. If you feel like my style and expertise is a good match for what your needs are, I could be the Orlando financial advisor for you! Simply get in touch with me via email or phone for a complimentary, no obligation chat.
Who I Serve:
I have had an amazing group of clients for several years, and they are all unique, of course, but they share some common threads that might help you decide if I’m the Orlando financial advisor for you.
- Most of my clients are either already retired, or they are within 10 years of retirement.
- Most of my clients are conservative investors. This means that the safety of their investments is of the utmost importance to them; therefore, they typically prefer not to take big risks to generate maximum returns.
- All of my clients are long-term investors, so they are patient and see the value in having a life-long asset management plan that is customized to their needs and situations; they typically are not interested in short-term investments that may or may not work for them.
How I Work:
I am a Certified Financial Planner (TM), which has rigorous requirements for both ethics and experience. I have a legal Fiduciary Standard to uphold, and my clients’ interests are of sole and utmost concern at all times and in all situations. If you’re going to work with an Orlando financial advisor, choosing a Fiduciary is a good start!
Each of my clients receives an investment and financial management plan that is customized to their individual goals and objectives. I take care with my client’s plans; I build them around important life events and milestones such as wealth transfer, asset protection, retirement and even business succession.
As you can probably see if you read my blog, any of my white papers, or watch my videos, I utilize technology to communicate things that I think are important to anyone who is at or near retirement age. I use time-blocking methods to ensure that my one-on-one communication with my clients is frequent and uninterrupted, even though I stay very busy working with the media, researching new investment products/techniques, and curating helpful online content to ensure that my clients are always well-informed.
Most of my clients are located within driving distance of my office in Orlando, however I work with clients from all over the country as long as they are open to working with me virtually via web conferencing, scheduled phone calls, and email communication.
If you feel that it’s necessary to speak daily or weekly, then it’s likely that I’m not the Orlando financial advisor for you. It is my experience that frequent conversations with no prearranged objective is counter-productive and keeps me from helping my clients to the best of my abilities. However, my appointments with my clients (whether they are in person or via phone) are always welcome and highly productive, especially when we have a clear objective.
All of my clients have secure online access to their accounts that they can access at any time. I invest in technology heavily to ensure that my clients have accurate alerts and monitoring, which allows me and the client to be proactive with their planning rather than reactive.
What I Charge:
Unlike many Orlando financial advisor professionals, my system of fees for financial planning is simple and easy to understand: In almost all cases, my fee is $600. For my clients who prefer ongoing management of their investments, my fees are based on a percentage of the assets that I am managing. I strive to keep these costs as low as possible, so that my clients can keep more of their return. If you’d like more specific details regarding my fees, let’s schedule a chat! Just use this contact form, and I’ll provide a more accurate estimate based on your situation and needs.
What I Do For Clients (all over the USA):
Investment management and great financial planning isn’t something that works overnight; these things take trust, time, and patience. For that reason, I feel that clients and their advisors working as a team is one of the most important aspects of my work.
I strive to structure my business by focusing on those who have a need or desire to work with an Orlando financial advisor by ensuring that my clients receive personal attention and plenty of support. I know there’s always room for improvement, so I am always improving my services structure each day. My promise to you is to use the thousands of hours of research that I do every year to benefit the wonderful people who place their trust in me.
Work With an Orlando Financial Advisor – Am I a Fit For You?
If, after reading how I operate, you’d think we’d be a good fit, let’s have a conversation about it! I’d be honored to invest an hour of my time to get to know you better, understand your goals and decide together if there’s any services I can provide that would be of value to you. To schedule a chat, you can either use the “Contact Me” form, or simply click the “Book an Appointment” button below.
Thanks for visiting my site, and for taking the time to learn more about me and if my services can benefit you!