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Educate, Plan, Prosper
Franco Chavez leads a premier financial planning practice, partnering with successful attorneys, sales professionals, and small business owners to expertly navigate their financial futures at every stage of life. His clients are dynamic professionals who value their time and seek to maximize it by entrusting Franco and his team of experts with their financial strategies.
His dynamic planning approach goes beyond traditional financial planning; he believes in empowering his clients through education and financial literacy. By simplifying complex financial concepts and providing clear, actionable insights, Franco ensures you are not just a passive participant but an informed decision-maker in your financial journey. This holistic approach combines strategic planning with a commitment to your financial education, giving you the tools and confidence to make decisions that align intention with action.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4