Hello, I'm Dan Chancellor, the owner of Chancellor Financial. For over 35 years, I've had the invaluable opportunity to work in the corporate business arena, and that experience has equipped me with the resources and relationships necessary to help people like you attain financial stability and confidently meet your unique needs.
My objective is simple: I firmly believe that education is the key to understanding your financial direction. Through consistent networking and continuous education, I strive to ensure my clients have the strongest opportunity to see their long-term financial and estate plans carried through.
I approach every relationship with this guiding philosophy: "If the plan doesn't work, change the plan. But never change the goal."
I focus on wealth accumulation and wealth preservation strategies, implemented in partnership with a trusted network of professional partners. This ensures a comprehensive approach that includes tactical economic and tax planning.
My commitment to expertise is supported by my education from Butler University School of Business and my professional licenses: I am a Registered Consultant of American Portfolios Financial Services Inc., and hold my Series 7 & 63 licenses, as well as my Licensed Life and Health Insurance Agent certification.
I look forward to putting my knowledge and experience to work for you.