Chelsea Hoagland, CFP®, ChFC®
Financial Advisor
Areas of practice:
• Financial Planning
• Wealth Accumulation Management
• Retirement Planning Strategies
• Risk Management
• Wealth Preservation Strategies
My team and I subscribe to the Advisory Model, providing analysis and solution recommendations to meet clients individual needs. I am also part of the retirement benefits group (RBG). The RBG works with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).