May 30, 2024

Craig Chandler – Men of Success 2024

1.8 min read| Published On: May 30th, 2024|

By Akers Editorial

Craig Chandler – Men of Success 2024

1.8 min read| Published On: May 30th, 2024|

Craig Chandler – Chandler Wealth Management

Craig Chandler’s successful career in finance started in wholesaling investments and annuities to financial advisors across the country. He moved into retail and eventually opened his own wealth management firm because he wanted to give clients a different level of service.

“When I saw the emphasis many financial advisors placed on their commissions, I decided to become an advisor who cared more about the client, as it should be,” Craig explains.

Chandler Wealth Management is transparent with clients about how their money is invested and how those investments are performing. They are fiduciaries who specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Along the way, they educate clients about the best wealth management strategies for their individual needs.

“Retirement investing is about more than just matching your risk tolerance to the investments,” Craig explains. “As market conditions shift, you have to reassess your portfolio and make adjustments to be sure your money is working as hard as you are to reach retirement.”

“When you reach retirement, your investing strategy changes from investing and saving to protecting and distributing,” Craig explains. “You still need growth in retirement, but you can’t take any big risks because you won’t have time to make up for a loss.”

Craig works with clients to prepare for retirement, mapping out long term goals and adjusting the strategy for major life events. He also focuses on educating retirees about their investments and how they can protect their principle and generate income they can’t outlive.

“Part of my job is to educate clients. Every retiree should know what’s in their portfolio and understand the individual strategy that works for them.”  

In addition to retirement planning, Chandler Wealth offers estate planning, insurance reviews and all the services and solutions a client might need to reduce risk, before and during retirement.

“We take our role as fiduciaries very seriously,” Craig explains. “We’re here to guide our clients to and through retirement, looking out for their best interests, from investments to estate planning.”

An effective estate plan helps you manage your affairs during your lifetime and controls the distribution of your assets after death. It also can spell out your healthcare wishes and designate someone to manage your finances if you become unable to do so.

“Estate planning is an important part of the ongoing financial planning process, which is why we offer the service, along with tax planning and insurance products,” Craig adds. “We have all the resources to take care of our clients’ financial management.”

Chandler Wealth has expanded to six offices in three states to meet the financial management needs for more people planning for and enjoying retirement.

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