Core Values

At Chaffee & Associates our mission is to make each client's financial legacy a secure reality.

Our unique approach, combined with our core values, allows clients to discover their objectives, goals and desired legacies.

Relationships

We build relationships for the long-term based on our core values of trust, honesty, and integrity.

Expertise

We pledge to constantly upgrade our cutting edge knowledge to provide appropriate solutions.

Creativity

We believe great ideas should not be difficult to understand. We craft sophisticated solutions with elegant simplicity.

Commitment

Our clients and associates know that we are committed to do the very best for them.

Dynamic

We partner with our clients to continually meet their changing needs.

Communication

We believe good communication is the cornerstone of effective planning.

Chaffee & Associates LLC and their agents are presently licensed to sell traditional and variable life insurance in AL, AR, AZ, CA (California Licenses:Richard J. Chaffee #0702917), CO, CT, DE, FL, IA, ID, KS, MD, MN, MO, MT, ND, NE, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI and the District of Columbia only. Variable life insurance is limited to MN, MT, and WA. Insurance and securities products and services are currently limited to residents of the aforementioned states; however, additional state licensing could be obtained if needed for residents of other states.

Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Chaffee & Associates, LLC is independently owned and operated.