CHARTERED FINANCIAL PLANNING ASSOCIATES,LTD
The large variety and number of financial options available today can make planning for a secure future confusing and difficult. As we enter the first quarter of the year, this would be a good time to consult with Chartered Financial Planning Associates, Ltd. They are located in Richmond, Virginia at 2250 East Parham Road, phone (804) 264-1010.
Ralph Puccinelli, CPA, ChFC; Thomas Luck, CPA, ChFC; or one of the other Chartered Financial Planning Associates representatives, Troy L. Flinn, ChFC; Mark R. Puccinelli, Sr., CLU, ChFC, CLTC; John P. Puccinelli or Matthew O. Puccinelli, will sit down with you and review your current situation, figure out with you where you’d like to be financially in the future and develop a strategy that will help you achieve your financial goals. Their financial needs analysis will give you details about what kind of financial resources you and your family will need for the future. They are familiar with the range of options available to the consumer today—investment opportunities, savings, pension and insurance plans—and know which would best serve your business and family needs.
Retirement planning, estate planning, insurance planning and risk management are the specialties of Chartered Financial Planning Associates. Call (804) 264-1010 for a free consultation. They offer experience and commitment to your financial future. Ralph Puccinelli, Troy Flinn, Mark Puccinelli and Matthew Puccinelli are registered representatives of, and offer securities through Tower Square Securities, Inc. Member FINRA/SIPC. Chartered Financial Planning Associates, Ltd., is not a securities broker/dealer and has no affiliation with Tower Square Securities, Inc.