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About Us

Chaffee & Associates LLC is an independent firm that serves as an advocate for its clients. We offer an innovative planning approach and process to help our clients create and achieve their financial legacies.

 

Our ability to serve our clients was enhanced in 1997 when we joined M Financial Group, one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of more than 125 of the nation’s most successful and innovative financial services firms.

Our Focus

Our services include:

  • Retirement & Income Security
  • Estate Transfer Planning
  • Business Transition Planning
  • Charitable Planning
  • Life Insurance Planning
  • Investment Management
  • Ongoing Annual Plan Review
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