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WE LET THE FACTS GET IN THE WAY OF OUR THINKING
Financial Planning
In an effort to develop solid planning advice, Chlebina Capital works with you to develop a comprehensive financial plan tailored to your needs and goals.

INVESTMENT PLANNING

Investments are driven by our strategies which analyze opportunities based on variables from industry dynamics to company specifics.

Chlebina Capital's Investment Planning Services are wide reaching and can invest in products such as Stocks, Bonds, ETF's, Mutual Funds, Annuities, etc. In order to offer our clients the most flexibility possible, we offer both Discretionary and Non-Discretionary account types. Learn More!

FINANCIAL SERVICES

Our Financial Services are driven first and foremost by getting to know the clients goals, objective, expectations, and future events. We offer a wide range of services that can cover the gambit of a clients financial life such as Retirement Planning, Estate Planning, Insurance, Succession Planning and many other.

At Chlebina Capital we understand that as life changes so does our clients financial needs. We strive to remain up-to-date of these changes so these transitions are seamless.

LIFE CHANGES

As many have experienced, life can change at the drop of a hat and at that moment it's nice to know that someone is there to help manage through these changes. These changes can come in many forms such as a Career Change, Marriage, Divorce, College, and Buying A Home just to name a few.

These life changes can have a tremendous impact on a financial plan and typically require making adjustments to ones plan. Chlebina Capital has the tools and capabilities to adjust your plan as your life evolves.

If your interested in learning more please feel free to Contact Us .