About Us
About Chantre Financial Group
Financial Clarity Through a Coordinated Approach
At Chantre Financial Group, we believe financial planning is about more than managing investments or preparing for retirement. It's about understanding how every financial decision connects to the next.
As careers, families, and financial responsibilities grow, many people accumulate retirement accounts, investment portfolios, insurance policies, employee benefits, and estate planning documents over time. While each piece may serve an important purpose, they are often managed independently, making it difficult to see how they work together.
Our mission is to help bring those pieces into one coordinated financial strategy.
Through our proprietary Resilience Report, we provide a comprehensive review of your financial life, helping identify strengths, uncover potential gaps, and prioritize the decisions that can have the greatest long-term impact on your financial future.
Whether you're building wealth, protecting your family, preparing for retirement, or navigating a career transition, our goal is to provide clarity, education, and practical guidance that helps you make informed financial decisions with confidence.
Resilience Report
Financial decisions are interconnected. The Resilience Report helps bring them together.
Whether you're building wealth, changing careers, approaching retirement, or simply looking for greater financial confidence, our process helps organize every major area of your financial life into one coordinated strategy.
What we review
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Cash flow and savings
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Retirement accounts
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Investment portfolios
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Employee benefits
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Risk management
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Estate planning readiness
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Tax-aware planning opportunities
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Long-term financial goals
Investment & Retirement Planning
Investments are important, but they should support your overall financial plan, not exist in isolation.
We help clients:
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Build diversified portfolios
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Review retirement accounts
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Analyze investment risk
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Evaluate retirement readiness
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Develop income strategies for retirement
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Coordinate investment decisions with tax and estate considerations
Protection Planning
Your ability to earn an income is often your greatest financial asset.
Protection planning helps prepare for life's unexpected events.
We review:
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Life insurance needs
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Disability income protection
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Long-term care considerations
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Beneficiary designations
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Employer-provided benefits
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Family protection strategies
Estate Planning Coordination
Building wealth is only part of the journey. A comprehensive financial strategy also considers how assets will be managed and transferred.
We help clients:
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Review beneficiary designations
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Discuss wills and trusts
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Evaluate powers of attorney and healthcare directives
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Coordinate with qualified estate planning attorneys
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Integrate estate planning into the overall financial strategy
Workplace Financial Wellness
We partner with employers to provide educational financial wellness programs that help employees make more informed financial decisions.
Programs may include:
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Educational seminars
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Market updates
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Office hours
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Individual financial consultations
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Retirement education
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Protection planning education
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Financial resilience reviews
Why Chantre Financial Group?
Financial planning should be more than managing investments.
Many people accumulate retirement accounts, brokerage accounts, insurance policies, employee benefits, and estate planning documents over time, but rarely have a strategy that brings everything together.
At Chantre Financial Group, our goal is to help you understand how each financial decision impacts the next, providing greater clarity and confidence through a coordinated planning approach.
🧭 A Coordinated Financial Strategy
Your financial life is interconnected. We help organize investments, retirement planning, protection, and estate planning into one comprehensive strategy.
📊 The Resilience Report
Our structured review helps identify strengths, uncover gaps, and prioritize the financial decisions that matter most.
🎓 Education Before Recommendations
We believe informed clients make better decisions. Our role is to educate, explain options, and help you understand the trade-offs before implementing any strategy.
🤝 Long-Term Partnership
Life changes. Your financial strategy should evolve with it. We provide ongoing guidance as your career, family, and goals develop over time.
Four Pillars of Financial Resilience
Financial planning is most effective when every piece of your financial life is viewed together, not in isolation.
Our Resilience Report is designed to help organize your investments, retirement accounts, employee benefits, insurance protection, estate planning, and long-term goals into one coordinated strategy.
Through a structured review, we help identify strengths, uncover potential gaps, and prioritize the financial decisions that can have the greatest impact on your future.
Whether you're building wealth, preparing for retirement, or simply looking for greater financial clarity, our process provides a practical roadmap designed around your unique goals and priorities.
🏗️ Build
Growing wealth through disciplined saving and investing.
🛡️ Protect
Helping safeguard your income, family, and assets.
📈 Preserve
Planning for taxes, retirement, and long-term financial independence.
🌳 Transfer
Preparing your legacy through thoughtful estate planning coordination.
Your Financial Planning Partner
Choosing a financial advisor is about more than credentials. it's about finding someone who listens, understands your goals, and helps you navigate important financial decisions with confidence.
Leonardo Chantre
"I believe financial planning should help simplify complexity, not create more of it. My goal is to help clients understand how each financial decision fits into their overall strategy, so they can move forward with greater confidence and clarity."