Chaffee & Associates LLC

Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing our clients with a holistic approach to estate planning and the creation of family financial legacies. Chaffee & Associates will help ensure that your plan is executed, monitored, and achieves your goals.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1