Broker Check

CHILL Financial Group

Fee-based comprehensive financial planning for medical and academic communities.

Medical Professionals

Academic Community

Gen X & Y

Group Retirement Plans 

A Comprehensive approach to all your financial services

Our difference is our approach. We are your personal financial CFO. We work with you to create clarity around your goals, expectations and time line. We then act as a personal project manager to determine the activities, realistic costs (financial, time, value and energy) and resources needed to meet your objectives efficiently and cost effectively. Finally we provide recommendations so you can manage and make changes as needed. 

Financial Planning

Cash Flow management

Debt management

Tax Planning Strategies

Education planning

Retirement Planning

Retirement Income Planning

Business Planning

Risk Management


Asset Protection Strategies



Umbrella Policies

Estate Planning Strategies

Asset Transfer strategies

Investment Management

Asset Allocation

Risk managed portfolios

Investment Policy Statement

Making sure all accounts are aligned

Employee retirement plan management

Group retirement and employee benefits

Employee benefits review

403b, 457, 401K

Incentive Stock options

Non-Qualified Stock options

Deferred compensation



Ongoing Fee For Financial Services and Planning

Fees starting at $50 per month based on income and complexity.

Investment Management Fees

.5 - 1% based on investment account balance

One time event

Price quoted based on project at $100 per hour.


Working in the your best interest


Complete fee and services disclosure

No Minimums

Services based on need


Personal financial planning portal

Local or Virtual

Convenience of meeting directly or virtually depending on your schedule and availability

Focused on You

Focus on solutions that are right for you and your family

Intelligent Investing

Diversified portfolios designed to let the power of the markets work for you

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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