Chartwell Capital Advisors
Providing Legal and Financial Services to Individuals and Businesses

Hello AIA Virginia members:

This year of new beginnings, we are very grateful for all the wonderful blessings that our Creator has bestowed upon us. We appreciate all of our clients who have put their trust into our abilities.

Like you, we work hard to serve others and to build wealth, such that we can take care of our families and use our resources to make a difference in the world, even after we are gone.

In this email to AIA Virginia members, we are offering all members a complimentary estate plan review as well as a complimentary life insurance appraisal.

This video gives you a good idea of how we work with clients and why having a proper estate plan is a good idea. In short, proper estate planning almost always saves you money, often LOTS of money; and you will sleep sounder knowing your affairs are in good order.

This video gives you a good idea of why you should have us review your life insurance policies. Today, policies can be used for retirement, long-term care, and death benefits. We often find ways to improve your condition at little extra costs.

We are here to help you with whatever needs you may have. Don’t be afraid to ask a question.

View the AIA Virginia Benefits Package

Rob Smith
Chartwell Capital Advisors
Robert C. Smith, PLC
The Branch House
2501 Monument Avenue
Richmond, Virginia 23220
(804) 357-5977

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