Chessman Wealth Strategies

A financial advising firm in Dallas. Chessman Wealth Strategies offers financial planning to assess clients' current financial situations and develop a plan toward their goals. Its services include investment management, retirement planning, tax planning and estate planning. The firm's tax team reviews recent tax returns for potential savings or restructuring opportunities, while its estate planning team helps create comprehensive plans and explains how assets may be distributed. Retirement planning includes a five-step process to put a financial plan into concrete terms. The firm also provides one-on-one support through its Private Client service for people with highly complex needs. Its advisors describe their role as providing coaching, accountability and guidance as clients work toward financial goals, including preparing for retirement and managing family wealth.