Heather Chiodin's Contact Details

Heather Chiodin's Company Details

Chaffee & Associates, LLC

Minnetonka, Minnesota, United States • 3 Employees
Financial Services

In today's rapidly changing economic and political landscape, Chaffee & Associates helps people direct and preserve their financial legacy. From the business owner handing over the reins to the next generation, to the hard charging executive preparing to retire, we help our clients navigate their complex financial life and work to ensure the preservations of their estate with tax efficient strategies. Planning based on your goals, with your values, and our unique holistic process sets us apart from the pack of attorneys, wealth management firms, and insurance companies. From making charitable donations, to planning a successful transition to the next generation of your business, we pride ourselves on comprehensive family estate planning.We help you navigate the challenges often faced when confronted with estate taxes. We help create plans for the continuation of your business with the next generation while protecting your retirement goals. We commit to upholding your estate preservation goals on an ongoing basis, supported by our own family succession plan here at the firm. Your financial life is complex. Chaffee & Associates will provide you with clarity.Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing our clients with a holistic approach to estate planning and the creation of family financial legacies.