MISSION

Chapin Hill Advisors acts as a trusted advisor for our clients. We provide value-based advice tailored to each client’s personal situation. Our personal planning services are known as “life planning” as we base our planning and future scenarios on real-world experiences and situations. Our business consulting services take into account the how and why our clients got in to their business and their personal, family goals going forward. We assist our business clients in creating strategic plans to either build the business for a future sale or to pass it to the next generation.

Trust is critical to each and every relationship. We maintain strict confidentiality regarding our clients’ financial situations and each team member is chosen for their integrity as well as abilities.

As independent advisors, we value our ability to objectively choose the best strategies for each client. We think globally and offer strategic recommendations to help meet the client’s needs which may include multiple tax issues and jurisdictions as well as complicated future planning needs.

We value each client and work to preserve their wealth as well as balance growth and stewardship for future generations.

PHILOSOPHY

As trusted advisors, we assist clients in meeting their overall financial objectives using an integrated approach. Client participation and interaction is vital to defining values, implementing recommendations and assessing risk tolerance. We integrate both financial and psychological components in each client’s unique plan.

We believe in the value of strategies, organization and communication. We strive to give clients quality service so we always know how to better serve them. We are vested in our client’s financial success.

Our staff is an integral part of our ability to maintain a high level of client service and we believe in constant education. Each person on our staff serves a particular niche or role and we work as a team to deliver quality service.

Our goal is to assist our clients with Life Planning

We focus on our client’s very personal objectives, background, goals, experience, preferences and integrate these into our analysis and recommendations.

Our consulting services entail a process and we engage with most clients for a minimum of one-year. During that year, we will address and advise on retirement, education, credit and cash flow, risk management, tax overview, investment review and estate planning. We may also address other areas such as asset protection, disability, elder care, income planning, and generational risks.

Open communication and disclosure is essential for us to fully assist our clients

We encourage client communication and interaction. Whether by telephone, email, paper mail, face-to-face meetings, educational seminars or a combination thereof, clients should choose their preferred modes of contact that meet their lifestyle.

In order to provide the best and most comprehensive advice, we may ask to speak to clients’ other advisors, i.e. lawyers and accountants. We ask that clients feel free to share this information.

We believe clients should have an active role in their planning

Clients should communicate freely with us on all matters. If there is a perception that an error has been made, clients should not hesitate to alert us so immediate action may be taken.

All information shared with us is and remains confidential unless we are given explicit permission to share it with their advisors and/or family members.

TEAM

Kathy Boyle
President

Jacque LeFore CFP®
Financial Planner