We pride ourselves on taking the time to fully understand your unique situation and goals so we can provide solutions that are custom-tailored for you.  We are a small team plugged into an extensive network.

As a proud member of the Belpointe ecosystem, we have access to a wide range of financial services and resources that allow us to serve clients of nearly any size and complexity. Some of our in-house core services include: Estate planning, financial planning, retirement planning, and business planning services.

We have extensive expertise in negotiating and reducing fees for 401k plans
Creating and running mathematical models and algorithms to aid portfolio management Insurance plans, buying and selling stocks, and more!

We offer Multiple Employer Plans (MEPs) as a retirement savings option for small businesses and their employees. MEPs are sponsored by two or more unrelated employers and allow small businesses to pool their resources and offer their employees a retirement plan without the burden of setting up and administering a plan individually. MEPs offer the same tax benefits as traditional employer-sponsored retirement plans, such as 401ks, but can be more cost-effective and easier to administer for small businesses. Our team can assist small businesses in setting up and administering a Multiple Employer Plan, helping employees save for their future while providing a cost-effective solution for the employer. If you're a small business owner looking for a retirement plan option for your employees, click the button to below to get started.

Chaslyn Financial Group

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