ChikoMac Capital Group, LLC
- a private advisory firm.
| Plant your financial future |
Services.
Our Services
- Life event and long-term financial planning
- Portfolio Management
- Wealth Management Consulting
- Tax planning
- Insurance
- Estate planning
- Consulting
What makes our Service Model a Stronger Alternative?
The majority of investment professionals receive commission for selling their firm's products, which encourages them to sell such products that are not in the best interest of you, the client.
At ChikoMac, we receive NO commission because we are compensated on a fee-only basis. This is the core of our business model because it removes any conflict of interest and puts the clients' best interests at the forefront of our strategies.
Benefit from a Personalized & Collaborative Partnership
We start by learning your current financial scenario, review your investment objectives, and then craft a customized roadmap to help you achieve your financial goals.
You make risk-adjusted decisions and set your risk tolerance while we create the roadmap and help you work towards your financial targets; that's our aim in creating a partnership.
Investor Qualifications
It's important to understand how our business functions to ensure our professional relationship is aligned appropriately. Our investor qualifications are simple, but should be understood from the beginning:
- Those who seek long-term capital growth through diversified investment strategies
- Those who believe that a customized, holistic financial planning model is more beneficial than a one-size fits all approach.
- Those who understand the value of objective financial advise vs. commissioned services.
Partnering with an Investment Advisor
Whether you are just beginning to walk your financial path or have recently acquired considerable wealth, you deserve knowledge that helps you understand what to do with your hard-earned money.
It's important to review the following topics when choosing an investment advisor:
Steps to consider- What's my financial situation?
- What's important to me in a client/advisor relationship?
- What are my available options?
- What are the costs associated with each advisor?
- What types of products and services does the firm offer?
- What is the credibility and reputation of the firm's advisors?
- How involved should I be in the process?
- How do I want to interact with the advisor?
- How comfortable will I be with the firm?