CH Retirement Income Planning is a wealth advisory firm primarily for a select group of successful business owners, executives, and professionals who, among other things, aspire to a work-optional lifestyle. We’ve developed and refined a process that connects all the pieces of our client’s financial puzzle as their lives unfold and needs evolve.
It’s called the CH Process.
We could list out all the pieces that make up your financial puzzle, essentially all the things we do, but we’d like to give you a different perspective. At CH Retirement, we offer up to 101 different services to support your financial journey. From essential and fundamental tasks like helping create retirement income you won’t outlive, helping protect your assets, and planning for Social Security to pivotal life events such as selling a business, navigating the loss of a spouse, or ensuring your legacy is passed on according to your wishes. There are so many pieces to each puzzle, and many of them are not relevant at any one moment in your life. But they will be!
It's not important to know what all those pieces are right now. They’re scattered about the box, waiting for their turn to be put in place.
What is important is your trust in us at CH Retirement—that we will know when and how to seamlessly integrate each piece.
We do, and we will. Our proprietary CH process finds and accounts for all pieces of your unique puzzle.
