Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

We offer:

• Financial Needs Analysis
• Analysis of Present and Future Expenses
• Estate Preservation
• Income Planning

Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach is developed using an all-inclusive view. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

Chancellor Financial Services and Karen Prescia Dowling do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA and Law firms to provide tax & legal services.