Businesses

Business Succession Planning

Next Generation Transition Planning

Key-Person and Buy-Sell Agreements

Income Protection Strategies for Highly Compensated Executives

Deferred Compensation

Stock Repurchase Planning

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.

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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.

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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