Chartered Course Financial Group, LLC manages assets for small businesses, families and individuals providing prudent investment management, wealth protection, and financial planning services.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm our focus is to understand what is important to you, and what you are looking to accomplish financially. We are here to provide professional guidance and work collaboratively with you to achieve your financial goals while not sacrificing any economic and social values that are important to you.

03. Our Process

We evaluate your current situation, we discuss your financial goals, and we continually monitor your progress to make sure you are reaching those goals.

Financial Planning

Managing Your Finances Managing your finances is an important component to any financial plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to...

Retirement Plans

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an add...

Life Insurance

In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents. The advantages of life insurance include: An instant estate for your l...

Disability Income Insurance

Long-term Care, Disability and Critical Illness insurance Help protect one of your most valuable assets – your income – from unexpected events through long-term care, disability and critical illness insurance. Long-term care and disability insurance Income is important for both current financial obl...

Long-term Care Insurance

Long-term Care, Disability and Critical Illness insurance Help protect one of your most valuable assets – your income – from unexpected events through long-term care, disability and critical illness insurance. Long-term care and disability insurance Income is important for both current financial obl...

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interf...

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Retirement

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It’s never too early or too late to start planning for retirement. However, in the U.S., when it comes to retirement sav...
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