Matt Chancey & Associates

Matt Chancey & Associates Matt holds a B.S. in Legal Studies as well as a Certificate in Financial Planning from the University of Central Florida.

He is a licensed Life and Health Insurance Agent with the State of Florida (License ). In addition, he has earned the designation of Certified in Long-Term Care (CLTC) and National Social Security Advisor (NSSA) designation. These additional areas of specialization have prepared Matt to better serve clients as they plan for retirement. As a CFP(R) professional, Matt has met the rigorous ex

perience and ethical requirements of the Certified Financial Planner™ Board of Standards, Inc. He was trained intensively in the following areas: Financial planning, insurance/risk management, investments, tax planning, retirement planning, and estate planning. The respected CFP(R) certification stands out not only for its difficulty of qualifying, but also in enforcing a strict code of professional ethics. With a legal Fiduciary Standard to uphold, his client' interests are of sole and utmost concern at all times and in all situations. Prior to entering the financial planning profession, Matt worked in the medical industry. After his father's passing, he and his family were faced with serious financial obstacles as a result of his father not having a comprehensive estate plan in place. From then on, Matt shifted his career path, and his passion in life became helping other individuals and families avoid such common and costly mistakes. Investment Advisory Services offered through Claraphi Advisory Network, LLC.

"Unsophisticated buyers and sellers have a hard time meeting the timing requirements," said Matt Chancey, a tax shelter ...
03/02/2022

"Unsophisticated buyers and sellers have a hard time meeting the timing requirements," said Matt Chancey, a tax shelter & private equity consultant with Coastal Investment Advisors. Plus, it's easier for buyers and sellers to take advantage of the time-crunch someone in a 1031 exchange is experiencing, knowing they only have 45 days to find a new property and 180 days total to close. That means you could end up underselling your first property, overpaying for the second or both.

It can be a smart strategy for deferring taxes on real estate investments, but the rules are complicated.

05/12/2021

Consumer-price index rose 4.2% from year earlier, highest 12-month level since the summer of 2008.

05/11/2021

Here's why the proposed tax increase is controversial and how it may affect you.

05/09/2021

Market crashes and economic downturns do not go away. As the COVID-19 pandemic shows, market calamity can seemingly occur out of nowhere. But do not despair, and do not let emotions like fear and anxiety cause you to make the rash decision to sell into a falling market.

05/09/2021

Here are a few ways to address meeting your medical care needs if you choose to retire prior to age 65.

05/08/2021

If you want superior flavor faster, some patty professionals say skip the grill and reach for a flat expanse of ripping hot steel.

05/07/2021

Some big food-world names have left the major metropolises to take over the kitchens—and kitchen gardens—of country hotels, just as hungry vacationers are ready to gulp up spring.

05/06/2021

If prolonged work is today's "viable" solution to reach retirement, then all must have the digital literacy to access and navigate these opportunities.

05/05/2021

Adversity can make us braver and more resilient, in sports and in life. We got advice from an Iditarod racer, an open-water swimmer, a long-distance sailor and a runner.

05/04/2021

Individual investors are holding more stocks than ever before as major indexes climb to fresh highs. They are also upping the ante by borrowing to magnify their bets or increasingly buying on small dips in the market.

05/02/2021

Employers from Texas to New York are starting to mandate shots before candidates are hired. It’s a new rule that some managers are rolling out for existing employees, too.

05/02/2021

Dividing up your estate among offspring can be a tricky business. Make sure you weigh the circumstances and your concerns.

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Orlando, FL
32801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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