What AI says about Chichester Financial

Chichester Financial Group LLC provides tax-smart financial planning for business owners and executives, focusing on minimizing lifetime taxes and implementing comprehensive plans. Their team combines CFP®, CPA, and Enrolled Agent credentials to offer proactive, fiduciary planning and to coordinate with clients' tax professionals rather than handling tax preparation themselves. They provide plan sponsor consulting (including 401(k) services) and a full range of financial planning, such as retirement, investment, estate, and insurance, with a commitment to overseeing and implementing agreed-upon recommendations.