Perham Financial Advisor: Retirement & Investment Planning Service Expanded

With over fifteen years of experience in the insurance and retirement income industry, Nathan Chesley now offers clients personalized retirement planning solutions. Having founded Propel Financial Strategies in 2000, Nathan remains committed to helping local residents evaluate their financial situation and make informed decisions about their future.

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The Perham, Minnesota-based financial planning expert leverages his expertise to help farmers, ranchers, business owners, and federal employees implement a smart financial strategy that matches their needs and goals. As part of Propel Financial Strategies’ expanded service, clients also get access to workshops on financial literacy, as well as income-calculating tools to get a better picture of their retirement readiness.

According to the National Institute on Retirement Security, the average working household in the United States has virtually no retirement savings. When all households are included – not just households with retirement accounts – the median retirement account balance is $2,500 for all working-age households and $14,500 for near-retirement households.

Being aware of these figures, Nathan Chesley helps retirees create a comprehensive financial plan, considering all aspects of retirement such as healthcare costs, long-term care needs, and housing expenses. Propel Financial Strategies also educates clients who do not have access to common retirement plans like 401(k)s on their 403(b) and 457 plan options.

Owing to his experience of working with dozens of federal agencies, the financial planner provides a no-obligation Federal Benefits Analysis to help federal employees coordinate their benefits as they move through their careers and into retirement. He offers retirees advice on making the most of federal benefits and alternative investment options to optimize their retirement income.

Propel Financial Strategies helps clients maximize their retirement savings by leveraging federal benefits and alternative investment solutions. The team also offers insurance guidance, and business planning, as well as asset protection and business income optimization advice.

“I’ve consulted with people at all stages of their financial lives, from clients who are just starting to those who are entering their retirement years,” Nathan Chesley says. “I know what works and what doesn’t and can help keep your money as tax-efficient as possible.”

Interested parties can find more information

Propel Financial Strategies

1000 E Main St Unit 2

United States

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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Smart Herald journalist was involved in the writing and production of this article.