Click here to download a copy of our Form ADV II Disclosure Brochure. (Translation: Regulatory requirement with more detail about our company.)
- For Individuals & FamiliesWe provide: Financial Planning & Targeted Financial Consulting (such as home purchasing and financing consulting or basic retirement planning) Investment Management based on your goals 401(k), 403(b), & 457 Rollovers Debt-Payoff Strategies Mutual Funds, Stocks, Bonds, ETFs, CDs, REITs, Commodities Contact us to get started: [raw][/raw]
- For Business Owners & ManagersWe can help you simply implement a 401(k), Profit-Sharing Plan, SEP IRA or SIMPLE IRA. Depending on your goals, we’ll help you decide which plan is best and help you get it up and running. Do you know what to look for to see if your plan is as efficient as possible, giving you the most bang for your buck. Contact us and we can look under the hood to let you know how your plan can be improved for your benefit.
- About ChandeleurChandeleur was founded in 2006 as a Registered Investment Advisor firm, a fiduciary for its clients. The purpose of Chandeleur is to provide objective financial advice and management to people (and organizations) who want and need it. Chandeleur strives to operate “at a level higher than that trodden by the crowd.” Our business is financial advising and managing investments, whether that be basic advice during a home purchase and mortgage process, structuring an efficient retirement plan, or managing one’s savings. Bryan Trochessett founded the firm after recognizing there is a massive need for objective, educated, truly independent, non-sales based financial advice. Whereas most “financial advice” is delivered via financial product sales, Chandeleur strives to work for it’s clients and eliminate conflicts of interests with the people being served. Chandeleur, nor it’s employees, receive any commissions for selling anything. So, the advice and management delivered would be similar in objectiveness to that of a doctor delivering advice to a patient. Operating from a home office, the environment in which we work helps the owner think clearly and objectively, without all the noise generally associated with a large financial services firm. Our goal is to go the extra mile in working…