Where will your
income come from?
Consider how savings, retirement accounts and other income sources could support your spending needs.
Explore the conversation ↗top of page
RETIREMENT PLANNING & WEALTH MANAGEMENT
You’ve worked hard.
Let’s plan what’s next.
A thoughtful conversation about your retirement income, your investments, and the life you want them to support.
Craig ChandlerFounder · Chandler Wealth Management
↗Real guidance starts with a conversation.
A NEW CHAPTER. IMPORTANT DECISIONS.
More than a number.
A life to plan for.
Retirement changes the questions you ask about your money. How will you draw an income? Does your portfolio still fit? What needs attention before your next step?
Chandler Wealth Management helps households approaching or in retirement consider these decisions in the context of ongoing investment management.
We primarily work with households approaching or in retirement with approximately $500,000 or more in investable assets. If you’re unsure whether we’re a fit, let’s talk.
HOW WE HELP
Start with the questions
that matter to you.
Explore the decisions behind a retirement plan.
Then discuss how they fit together.
Where will your
Does your portfolio
fit this stage of life?
Discuss your investment mix, risk and the role ongoing management could play in your retirement.
Explore the conversation ↗How do the
pieces work together?
Discuss withdrawal and tax considerations, and where coordination with your tax or legal professional may help.
Explore the conversation ↗YOUR FIRST MEETING
A conversation.
A clearer next step.
Meet with Craig for a 60-minute retirement planning introduction. Start with your priorities and learn whether our services fit your needs.
Find a time to talk ↗01
Tell us what matters.
Your retirement timeline, income questions and concerns about your current investments.
02
Understand the fit.
Discuss our services, compensation and whether you’re looking for an ongoing advisory relationship.
03
Decide what comes next.
Identify any additional information or follow-up needed before deciding how to move forward.
This introductory meeting does not include a completed portfolio analysis or written financial plan. Detailed work may require a separate engagement.
CRAIG CHANDLERMEET YOUR ADVISOR
A real person.
A personal conversation.
Craig Chandler is the founder of Chandler Wealth Management and an investment advisor representative. His work focuses on retirement income and individualized wealth management strategies.
Bring your questions. The first conversation is a chance to discuss your priorities, understand the services offered and see whether working together makes sense.
Read Craig’s biography ↗BEFORE WE MEET
Good questions.
Straight answers.
I already have an advisor. Can we still talk?+
Yes. You can use the introduction to discuss your retirement questions and understand our approach. You do not need to transfer accounts to have this conversation.
Will I receive a written plan at the first meeting?+
No. The 60-minute introduction covers your priorities, our services, compensation and possible next steps. A written plan or completed portfolio analysis is not included.
How will I learn about fees?+
Compensation is part of the introductory conversation. Ask which advisory or insurance services are being discussed, how the firm would be paid, and what fees and costs would apply before making a decision.
What should I share when I book?+
Your name and email are needed for scheduling. You can optionally provide a mobile number for text reminders and a short note about your questions. Do not enter account numbers, Social Security numbers or financial documents.
LET’S MEET NEAR YOU
Three offices.
One simple next step.
Choose the location that works for you.
Start with an introduction to Craig.
Acworth
4900 Ivey Road NW
Suite 815G
Acworth, GA 30101
Marietta / Galleria
200 Galleria Parkway SE
5th Floor, Suite 595
Atlanta, GA 30339
Alpharetta
3480 Preston Ridge Road
5th Floor, Suite 500
Alpharetta, GA 30005
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION
Let’s talk about your retirement.
Schedule an introduction ↗bottom of page