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“What is a Family Love Letter?”
As a financial professional who believes in the importance of preparation, I want to tell you about a helpful program. The Family Love Letter was created to help guide your loved ones through one of life’s most difficult and confusing times. It provides a single place to record all of the legal, financial and personal information needed when a loved one’s life ends. By putting all these essentials in one place, you’ll be getting your house in order for those you love. To request a Family Lover Letter Package please (click here)
James Chadwell is a Financial Consultant and Qualified Plan Specialist in the American Division of Equitable Advisors in
What I Do:
I help my clients build, protect and distribute wealth. I accomplish this through client interviews, comprehensive analysis, education and the application of strategic financial planning concepts. This enables our firm to create a blueprint, build a solid foundation, and customize a wealth strategy for every phase of life. Our ambition is to help empower our clients to make prudent, financial decisions they can trust.
How We Do It:
We want a long term collaboration between our clients and ourselves. By forming a relationship with a group they can trust, they can better take advantage of changes in the future. This professional approach provides a well thought out plan of action. Through our local offices they can be assured of our personal attention and commitment to service.
So we might better service you, your family and acquaintances
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Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.