Chessman Wealth Strategies

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

20 Years

in Business

(214) 572-2120Visit WebsiteMap & Directions7557 Rambler Rd Ste 630Dallas, TX 75231 Write a Review

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Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 4:00 pm

Chessman Wealth Strategies

Tax Planning
“Finding a financial advisor or financial group that you can trust is always a concern, but at Chessman Wealth Strategies I have always felt that my needs are the top priority. They take time to get to know you, find out what your goals are, and work with you to achieve those goals within your own comfort level. They will monitor your success and make adjustments as needed to ensure you get the most out of your investments. Whenever I have questions or need some additional financial advice, they respond promptly. They are knowledgeable not only about investments, but also about wills, trusts, and tax planning to name a few of the other ways in which they can work with you. I feel very comfortable knowing that they will do what is best for me and my financial well-being. A great group of people!”

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General Info

Chessman WealthDallas TexasFinancial Services Copyright 2010Chessman Wealth Strategies Inc, doing business as Chessman Wealth Strategies,

Email

Extra Phones

Phone: (214) 572-2125

Phone: (214) 231-2760

Phone: (214) 774-9353

TollFree: (800) 368-2120

Payment method

amex, discover, master card, visa

Neighborhoods

Northeast Dallas, Vickery

AKA

Chessman Wealth Statagies

Other Links

http://www.chessmanwealth.com

https://www.chessmanwealth.com

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Categories

Investment Management, Financial Planners, Financial Planning Consultants

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Details

Phone: (214) 572-2120

Address: 7557 Rambler Rd Ste 630, Dallas, TX 75231

Website: http://www.chessmanwealth.com

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Chessman Wealth Strategies

Tax Planning
“Finding a financial advisor or financial group that you can trust is always a concern, but at Chessman Wealth Strategies I have always felt that my needs are the top priority. They take time to get to know you, find out what your goals are, and work with you to achieve those goals within your own comfort level. They will monitor your success and make adjustments as needed to ensure you get the most out of your investments. Whenever I have questions or need some additional financial advice, they respond promptly. They are knowledgeable not only about investments, but also about wills, trusts, and tax planning to name a few of the other ways in which they can work with you. I feel very comfortable knowing that they will do what is best for me and my financial well-being. A great group of people!”
Charitable Giving
The DAF allows you to do a little time-traveling when it comes to charitable giving. The distributions can come out much later and go in a variety of directions, but the tax benefit is immediate. The money you put in can be deducted immediately, even if it stays in the fund and appreciates for years.
Estate Taxes
Tax Services
Roth IRA
Finally, certain retirement accounts like Roth IRAs and 401(k)s may also have features that allow penalty-free withdrawals for medical expenses. However, depending on how contributions were treated, distributions may still be taxed on the way out.
Tax Deductions
Whether you end up paying more or less in taxes in 2018 really depends on your situation. If you relied heavily on these popular itemized tax deductions in the past, your taxes could go up. Overall, most people will end up seeing a slight decrease in taxes thanks to the increased standard deduction — even though we said goodbye to some big deductions.
Income Tax
Many states charge state income taxes. In the past, you could deduct almost any state or local income taxes paid from your federal taxes to help reduce your tax burden. However, the TCJA made significant changes to the deductibility of your state and local taxes.
Tax Deferral
Let’s start with the obvious: savings plans. Purpose-specific accounts, such as health savings accounts (HSAs), often have built-in tax incentives that can make them a worthwhile option. In some cases, HSAs can offer a triple tax-advantage – tax deductions for contributions, tax deferral during the accumulation period and tax-free distributions for qualified health-related expenses. Be sure to check what HSA deductions are available in your state before you jump in.
Capital Gains Taxes
The money isn’t taxed on growth either. As DAFs develop and evolve, custodians are investing and growing the money better. Giving the money to a private foundation incurs a 1 to 2% tax on growth, while the DAF has no capital gains tax. Bottom line: A DAF allows you to give more later while deducting money now.

Investment Management
The Certified Investment Analyst™ designation is a practical investment management designation and portfolio construction designation held by investment consultants. The CIMA
Mutual Funds
Next time you are wondering about the value of a financial advisor, ask yourself: How much is your time worth? Would you prefer to spend countless hours researching mutual funds or equities, or rather go out on a bike ride in the spring? Will you truly feel confident to place your family’s legacy in the hands of a robo platform, or would you like to call a person just like you? A person who has helped you build a personal financial plan to live your life by design and not by default. An advisor who you are confident in, who you trust, who understands you, and who always has your best interest at heart.
Bonds
Wealth Management
Your team uses a proactive approach to wealth management, working to bring you solutions tailored to fit your needs. You’re in control – while we help you adapt to the sophistications that wealth can bring.

Accounting Services
Payroll Services

Financial Planning
For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper business financial planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.
Retirement Planning
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances.
Long Term Care
It’s a number that just keeps rising, too. This estimate is up $15,000 from last year’s study. Oh, and it doesn’t account for things like over-the-counter medications, dental care or long-term care costs.
Asset Management
Common and controllable management issues include sales and marketing, cost/benefit analysis, controls, human resources, tax issues, asset management, and product development.
Living Trusts
A living or revocable trust provides for the organization and management of your assets during your lifetime, including any periods of disability. In addition, having your assets in a trust during your lifetime will prevent your estate from having to pass through a court-supervised process if you only have a will (or no will) at the time of your death.
College Funding
® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. Candidates must pass a capstone class, comprehensive exam and agree to a rigorous code of ethics pledging to act as a fiduciary when engaging in the financial planning process. The CFP
Reverse Mortgages
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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