Why Chaffee & Associates?

Innovative Process

Our distinct focus on your financial legacy will create a plan that helps you accomplish your goals and supports your key values. Our focus goes beyond legal documents and tax avoidance.

Deep Industry Experience

The Chaffee & Associates team has over 100 years of comprehensive, relevant experience. If you already have a plan in place, we bring a fresh perspective to defining your legacy.

Objective Analysis

Our fresh perspective allows us to create innovative solutions that can help you achieve your goals.

Simplify the Complex

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

Financial Products Tailored To Your Needs

Our in-depth discovery process allows us to develop customized solutions to address your goals and maximize the benefits to you, your heirs, and your favorite causes.

Nationwide Presence

Wherever you need us, we can work with you there.

Trust, Honesty & Integrity

These values are the core and hallmark of Chaffee & Associates.

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