Customized financial strategies aligned with your unique needs.
Welcome, we’re Steven E. Chick, CFP® Financial Advisor, a financial organization in Williamstown, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.
Do you have a well designed strategy to address your business succession / transfer planning needs? How about compensation strategies to attract, motivate and retain your key talent? Your unique needs require unique solutions.
A sound insurance strategy can help protect your family from the financial consequences of unexpected events.
A worthwhile investment can help spell out your financial future and provide assurance that you are making the most out of your assets.
We create strategies tailored to your goals
Without any conflicts of interest we put your needs first
We enjoy building trusted relationships that span generations