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A lot of people think financial planning is about retirement — but it's not. It's about the life you want today and tomorrow. It's about your life.

Here's why. Financial planning:

• Helps you identify and record your financial and lifestyle goals

• Ensures the choices you make are moving you toward those goals

• Guides necessary strategic decisions as your life and circumstances change

• Measures your progress, giving you confidence and peace of mind

Where do you want to be? If you're ready to move forward with your life, financial planning can help. Donna Chaney's independent, fee-only financial planning and investment management focus you on living the life you want today and tomorrow.

 


This site is only intended for clients and interested investors residing in states and countries in which Donna Chaney/Chaney Financial Services, Inc. is qualified to conduct investment advisory services.

Donna Chaney/Chaney Financial Services, Inc. is a registered investment adviser located in Glendale, California. Donna Chaney/Chaney Financial Services, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Donna Chaney/Chaney Financial Services, Inc.'s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Donna Chaney/Chaney Financial Services, Inc. at 626.768.0080 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Donna Chaney/Chaney Financial Services, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Donna Chaney/Chaney Financial Services, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Read Donna Chaney/Chaney Financial Services, Inc.'s privacy policy (PDF). Read Donna Chaney/Chaney Financial Services, Inc.'s Compliance Documents (PDF):ADV Part 2A, Brochure and ADV Part 2B, Supplemental Brochure.

EMAIL: donna@chaneyfinancialservicesinc.com PHONE: 626.768.0080