Tom Chancellor provides financial planning services for individuals and families. Good planning increases confidence that their affairs are in order, that their assets are well managed and that they are making good use of their financial resources. His goal is to make financial transitions less stressful, more productive and even enjoyable. He blends his background in counseling individuals and families with the more technical aspects of financial life planning. While Tom has a general financial planning practice, his special interest is significant life transitions that involve money. Some examples are retirement, divorce, the death of a spouse, receipt of an inheritance and legal settlements. During times of extreme stress in a person's life, they are forced to make financial decisions that may impact them the rest of their life. Tom helps them make good choices and avoid impulsive mistakes. Tom helps clients understand the behavioral and thinking challenges that lead to poor decisions and uses a proven process to help them draw on their inner resources to implement effective solutions. Advisory services offered include helping to organize records and accounts, establishing a team of tax and legal professionals, updating legal documents and filing claims, budgeting and long-term planning and investment management. Changes in money often cause changes in relationships. Tom helps his clients respond to changes in family relations, the impact of sudden wealth on friendships and other changes in their lives. Tom also serves financial professionals and organizations by providing short-term assistance to carry their clients through particularly challenging transition periods. Securities offered through Private Client Services, member FINRA/SIPC. Investment advice offered through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.
