The author of the new book, Tax Shelters Explained and, Your Guide to Taxes and Your Roth IRA Conversion, Matthew Chancey is a 15+-year financial planning industry veteran with a strong reputation for serving high profile clients.
Recognizing that each client comes with their own unique and complex tax needs, Matthew’s tax reduction strategies are customizable, and look not just at what clients make, but how they can keep more of their hard-earned money.
Simply put, when it comes to tax savings with the power to increase the net worth of your most valuable clients, no one is more informed, focused, and efficient than Matthew Chancey. Now, Chancey is expanding his consulting services to work with CPAs, CFPs, tax attorneys, and other exceptional financial professionals who routinely deliver for their clients, but might be spread too thin to leverage every possible tax relief available for their high net worth clients. Don’t miss out on this opportunity for your clients and your firm.
Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services which is made up of several affiliated insurance agencies, co-located at 1201 N. Orange Street, Suite 729, Wilmington DE 19801