GenX
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Anil "Neil" Chacko
CFP®, CKA® (Certified Kingdom Advisor)
Ark Alliance Financial, LLCRemote, Sugar Land, TX 77459-3571
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
You've saved for decades to get to this point. But now there are so many moving parts: Social Security, Medicare, taxes, etc. Let's talk to help make sense of it all.
Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
For over 25 years, I have been working with retirees and folks approaching retirement, giving them peace of mind that their next chapter is well-planned. I start with an initial consultation to see if we would be a good fit. From there, we would have a discovery meeting, either in-person or virtually based on your preference, to discuss your ideal retirement and where you are today in preparation for that. My team and I would then prepare and walk through a plan to get you where you want to be. We would then implement or assist you in implementing that plan. Finally, we would monitor and update the plan throughout your tenure as a client and review and strategize this all with you in periodic conversations which can be done in-person or virtually.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.