Rebecca Chacko (BA, BS, CFP®, MBA, MS)

Rebecca Chacko focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Tax Planning

Planning Specialties

We are a comprehensive financial planning and investment advisory firm. We offer The Connect the Dots Process™ to help you connect all the essential elements in preparation for a successful retirement. Created by Chacko-Hertz Financial Solutions, The Connect the Dots Process™ will help you save money, protect and nurture your family, and achieve your goals.

 We seek first to understand your values, goals, objectives, and time frame. We then develop and implement - with your active participation - a plan of action best suited to achieving your financial and life goals.

 

To begin creating a comprehensive financial plan, we offer a complimentary and valuable discovery process to help more clearly assess your current situation, develop a powerful vision for your future, and to help you find out if our process is right for you. To explore this opportunity, please contact Rebecca Chacko.

Additional Information

  • We approach financial planning and investment advice from a holistic, functional, and integrated perspective.
  • We guide you in all aspects of financial planning: cash flow, education funding, insurance planning, investments, tax planning, special needs planning, retirement and estate planning.
  • We guide your through financial decisions that are immediate as well as decisions that impact your needs during retirement and upon death.
  • We advice you on growing your net worth and investment portfolio as well as on lowering expense/costs and increasing savings.
  • Rebecca's medical rehabilitation experience provides added value for everyone, especially financial planning for long term health care needs.
  • Our ADV Disclosure Brochure is available to you upon request. For your security, our official mailing address is the P.O. Box addresss listed.

Planning (creating an outline and/or a method of proceeding) is important because all aspects of your financial life are interrelated and a decision in one area can enhance or affect other financial areas. Our proprietary method is called The Connect the Dots Process™ and it enables you to connect all the essential elements in preparation for a successful retirement. Contact us to explore our complimentary discovery process.

NAPFA Start Date

May 10, 2002

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This Office

PO Box 86711 Tucson, AZ 85754-6711 Phone: (520) 743-3873 Fax: (866) 233-1252