Chaffee & Associates LLC

Specialties

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.

Specialties Include:

Strategic Estate Planning

Income Protection Strategies

Business Succession Planning

Insurance Planning

History

Established in 2005.

Connecting, sharing, and partnering.

Working in the financial services industry is an important part of Rick Chaffee’s history. With a great-​aunt, grandmother and uncle before him, Rick represents the fourth generation focused on the wealth transfer needs of individuals and families. For over 40 years, he has approached his clients not as wealthy people, but simply as people. Making an honest and sincere connection is at the center of Rick’s style. Getting to the core of people’s real needs, true hopes and greatest fears lays the foundation for long-​term relationships.

Meet the Business Owner

Richard C.

Business Owner

Rick has worked as a specialist in estate planning since 1970 and is a member of the National Association of Estate Planners & Councils (NAEPC) and the National Association of Insurance and the Financial Advisors (NAIFA). Rick serves on the Abbott Northwestern Hospital Foundation Board.

Certification

*Masters Degree in Financial Services

*Chartered Life Underwriter

*Chartered Financial Consultant

*Accredited Estate Planner

Education

*Franklin Marshall, B.A. Economics

*University of Pennsylvania, Wharton School, M.A. Management

*The American College, M.S.F.S.