Monday–Friday, 8:00 a.m.–4:30 p.m. Saturday, 8:00 a.m.–12:00 p.m.
Financial Planning

Financial Planning Made Easy

Besides helping customers secure life insurance, The Chronicles Group also helps individuals with their financial planning. With our help, you can start your family down the path of intergenerational wealth. Contact us today to get started.

Smiling Family

Financial Security

We want to assist you in improving your financial security. To do this, we first listen to you to find out about your needs. Our team then helps you with creating a financial portfolio, so that you have emergency funding to fall back on as you age. This "nest egg" can be used in case you want to start living on a fixed income.

Once your portfolio has been started, we are happy to assist you with managing it. Putting together financial solutions is really about creatively thinking through and adjusting to the marketplace and always being an active manager of your financial assets.