Financial Strategy Group

Who We Are

At Chalmers Poole, we are a team of experts who provide comprehensive financial and tax planning services to individuals from diverse backgrounds. Our clients include corporate executives, sole proprietors, retirees, clergy, and individuals from various disciplines. We offer pragmatic solutions to complex financial challenges and opportunities, providing customized financial strategies tailored to each client's unique needs. Our team has a strong educational background in mathematics, finance, accounting, tax, and law, ensuring that our clients receive expert advice and support.

Why Select Chalmers Poole?

At Chalmers Poole, we are an independent firm that develops and implements personal financial strategies. We believe in transparency and objectivity, which is reflected in our fee-for-service model. Our clients pay us by the hour, ensuring that our recommendations are unbiased. We don't sell any products, and we don't receive commissions from any financial products. Our clients appreciate our comprehensive approach, which considers their taxes, insurance, legal, and investment needs. We help our clients minimize their taxes through smart and creative planning, and we coordinate the implementation of their financial strategy with the help of experts from various fields.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. These services include:

Comprehensive Financial Planning

Our financial planning services involve a thorough review of our clients' financial situations, including their taxes, insurance, legal, and investment needs. We develop customized financial strategies that address their unique needs and goals.

Tax Planning

Our tax planning services aim to minimize our clients' tax liabilities through intelligent and creative planning. We help our clients navigate complex tax laws and regulations, ensuring that they pay their fair share of taxes.

Investment Planning

Our investment planning services involve helping our clients make informed decisions about their investments. We provide personalized investment advice, ensuring that our clients' investments align with their financial goals and risk tolerance.

Retirement and Estate Planning

Our retirement and estate planning services help our clients achieve their long-term financial goals, including retirement and estate planning. We provide customized solutions to help our clients preserve their wealth, minimize taxes, and ensure the transfer of wealth to future generations.

The Chalmers Poole Team

Our team consists of experienced professionals with complementary skills and expertise. Our team members have a strong educational background in mathematics, finance, accounting, tax, and law. We regularly attend nationally recognized seminars and work with other specialists around the country to stay abreast of cutting-edge ideas and best practices.

Conclusion

At Chalmers Poole, we are dedicated to providing expert financial services to individuals from diverse backgrounds. We offer a range of services designed to help our clients achieve their financial goals, including comprehensive financial planning, tax planning, investment planning, and retirement and estate planning. Contact us today to learn more about how we can help you achieve your financial objectives.