Put Donna Chaney’s education, experience, and credentials to work for you.
Donna is required to act in your best interest above all else, something not every financial advisor is not obligated to do. That’s because she is a Personal Financial Specialist (CPA/PFS) and owner of Chaney Financial Services, Inc., a Registered Investment Advisor (RIA).
Donna is held to a fiduciary standard of conduct requiring her to act in your best interest, above all else. She has no employer or franchise interests to prioritize over or reconcile with yours.
Because Donna is a former auditor, independence is in her blood, so it is also Donna’s professional philosophy.
She believes peace of mind comes from being in control of your money.
Putting your interests first is the best way to get you there.