Guidance Planning Strategies

Our experience dealing with Chance was and continues to be pleasure. He’s patient, kind and very helpful. I highly recommend him for any of your financial planning needs.

Recently, I made a switch from my previous Financial Advisor to Chance, and I must say that I am very happy with the decision. Chance is friendly, knowledgeable, and supportive, and he takes the time to listen to your financial concerns/needs. He has a desire to do what is best for his clients; as a result, he is very thorough with his process. Chance often is reachable and prompt in his replies, which makes answering any questions a quick and easy process. This is especially important for me, as I like to have a financial advisor I'm in continued communication with. I highly recommend Chance as he is quite professional and skilled at what he does, and you will not be disappointed!

Chance was absolutely great to deal with. He offers a range of solutions that he will tailor to fit your needs. He listened to us and then gave us the best options for a financial plan for us. His plan was delivered quickly and was easy to understand and execute. We will definitely be following up with him for regular upkeep on the plan. Also, he is very affordable!

My partner and I have had great experiences meeting with Chancellor. He has updated us in a timely manner and has never been pushy. I appreciate his ability to answer and explain our financial questions and options or advice in a way that a layperson can easily understand and follow. If you are in need of financial assistance or advice we would highly recommend Chancellor!

Chance has been incredibly supportive with helping my husband and I plan for our future. He’s kind, patient, very professional and not at all pushy. Chance finds all the necessary information and helps you make a decision that’s best suited for you. Chance is also very accommodating and works around our busy schedules.