Chaney Wealth Management

Financial planner in Reynoldsburg, OH (show on map)

Chaney Wealth Management offers personalized financial planning, investment strategies, and insurance solutions to help clients achieve their retirement and wealth goals.

Call (614) 868-3900

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About

Chaney Wealth Management is a financial services firm focused on helping clients develop and implement personalized strategies for retirement, investments, financial planning, and insurance. With a client-centered approach, the firm offers a range of services including retirement planning, investment management across various asset classes, comprehensive financial planning, and insurance solutions such as life, disability, and long-term care insurance.

The firm emphasizes education, proactive management, and long-term relationships to guide clients through life transitions and ensure their financial well-being.

Client-centered approach

Personalized service

Educational focus

Proactive management

Long-term relationship building

Services

Investments

Offers a variety of investment options including bonds, common stock, IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning

Provides comprehensive financial planning services including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance

Offers insurance solutions including disability income insurance, life insurance, and long-term care insurance.

Disability Income Insurance Life Insurance Long-Term Care Insurance

Credentials & Certifications

AAMS (Accredited Asset Management Specialist)

Frequently Asked Questions

What is the firm's approach to retirement planning? +

The firm specializes in helping individuals develop sound retirement strategies, focusing on money management and addressing critical issues to ensure clients do not outlive their money.

How does the firm handle financial planning? +

The firm provides comprehensive financial planning services, including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.

What types of insurance does the firm offer? +

The firm offers insurance solutions including disability income insurance, life insurance, and long-term care insurance.