Share Your Goals and Dreams With Us
Why Chew Financial Group?
As an independent firm, our only commitment is to you – we offer personalized advice, ensuring your best interests come first. Our clients receive personalized financial strategies tailored to address the unique needs and goals of individuals, small businesses, and high net worth families. We strive to develop a long-term relationship built on trust with each of our clients. We are dedicated to helping you build a solid financial foundation.
- Researched. At Chew Financial Group we believe that smart investment decisions start with thorough research and a deep understanding of how to properly align different assets in a financial portfolio aimed at maximizing wealth and income, minimize taxes and reduce risk.
- Knowledgeable. Our team stays up to date with industry trends, market dynamics, and investment strategies. We are well versed in income and federal estate tax laws, as well as principles of accounting.
- Experienced. We've been in the financial services business since 1975. Richard has been the head of his own firm in Haddonfield since 1980 while Brian opened his own firm in Fairhope in 2007. We are excited to blend these two separate practices together moving forward.
- Connected. Over the past 50 years we have developed long-term professional relationships with respected CPAs, estate planning and tax attorneys throughout the country – allowing us to provide up to date information through valued contacts.
We do not provide tax or legal advice or services. You are under no obligation to use the services of any of these professionals, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial or Chew Financial.
Prepare For Your Future
Our time-tested approach helps you prepare for retirement at any age.$150,000
The recommended savings for a 30 year old with an annual income of $150,000
$800,000
The recommended savings for a 45 year old with an annual income of $200,000
$1,400,000
The recommended savings for a 55 year old with an annual income of $200,000
$2,000,000
Your recommended savings for a 67 year old with an annual income of $200,000.
Figures provided are hypothetical illustrations and are assumptions only. These do not take into consideration your specific situation or strategy. Your personal results will vary based on your unique inputs like age of retirement, life expectancy, market conditions, desired lifestyle, and other factors.
Our Services
By listening we learn about your unique situation and identify your specific financial goals. We help you establish a firm financial foundation by carefully crafting a mix of life and disability insurance that strives to safeguard to you and your family – even in the face of illness, accident or death. Additionally, we work closely with your attorney and CPA to provide a holistic investment strategy.
We demand the best of ourselves, as well as the best of the products, services, and investment opportunities that we present to you.
Comprehensive Financial Planning
Our holistic approach ensures that all aspects of your financial life work together to pursue your broader goals. We create a customized plan that encompasses your investments, taxes, estate, insurance needs and more.
Investment Management
We help you build a diversified investment portfolio that aligns with your risk tolerance and financial objectives. Through comprehensive analysis and ongoing monitoring, we aim to maximize returns while minimizing risk.
Retirement Planning
Planning for a comfortable retirement requires strategy and foresight. We assist in creating a retirement plan that addresses your long-term needs, including pension advice, 401(k) rollover services, and social security strategies. At CFG, we believe that executing a proper strategy for the income phase of retirement is one of the single most important decisions clients will make in their lives.
Tax Planning
Minimize your tax liability with customized tax planning. We provide guidance on tax-efficient investing and retirement savings to ensure you keep more of what you earn.
Risk Management & Insurance
Financial security extends beyond investments. We help you assess your insurance needs and develop a comprehensive strategy to protect against unforeseen events using life and disability insurance as tools. For late life care, the industry has changed over the years as traditional long term care products have become too costly or taken off the market. Our firm has been at the forefront of using life insurance to help pay for long-term care costs to ensure our clients can afford the care they need as they age.
Business Financial Services
If you're a business owner we offer services designed to strategically position your company's financial performance. From succession planning to employee benefits and tax planning, we help you build a solid financial foundation for your business.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Our Process
We begin by listening carefully to your story. Through in-depth conversations, we learn about your financial goals, challenges, and aspirations. This helps us craft a tailored plan that reflects your individual needs. Together, we’ll navigate the complexities of finance so that you can focus on what truly matters—living your life with financial confidence, clarity, and independence.
Introduction
The first step is getting to know each other and building a solid foundation to determine if we’re the right fit. In this phase, we identify your long-term goals, short-term priorities, preferences, and potential obstacles. Together, we establish expectations and gain a thorough understanding of your current financial situation.
Working Session
Building on our introductory meeting, we take a deeper dive into your individual situation. During this phase, we start shaping a preliminary plan while continuing our comprehensive discussion about your personal and financial goals. The more open and collaborative this process is, the better we can tailor our strategies to meet your specific needs.
Roadmap Planning
In this phase, we create a clear, actionable roadmap to guide you toward your financial goals. We focus on the priorities most important to you—whether it’s retirement, investment opportunities, insurance, home ownership, business planning, or estate planning—and outline the steps needed to address each one.
Ongoing Strategy
As life changes, so do your priorities and goals—which is why we proactively manage and adapt your customized financial plan. We remain a consistent presence to ensure your strategy evolves alongside your needs. Whether it’s adjusting your financial plan or seizing new opportunities, we’re here to keep your bespoke plan aligned with your life.