Reliant At A Glance
Money has a purpose; Reliant works with you to make that purpose more likely to be realized.
Reliant Wealth Planning is co-owned by Shaun Chelf, CFP®, RICP® and Laura Clark, CFP®, RICP®, CRPC®, MBA.
We are primarily fee-based
We Hold no client funds directly
We are A dually registered firm
We are fiduciaries, putting the
client’s best interest first.
Why People Choose Reliant
Reliant’s differentiating value is our focus on building “comfort” for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors:
We want a long-term relationship with clients, not to just simply complete a transaction for a customer and move on to the next “opportunity.”
We are fanatical about continuously building our level of technical expertise in both financial planning and portfolio management. We have many of the most respected designations in our fields, such as CFP®, RICP®, CFA® and CRPC®. Although we would be the first to admit that designations do not prove competence, they are a strong indicator of someone seeking it.
Trust is earned by consistently doing what we have committed to doing and diligently trying to properly set expectations.
Now that you know more about us,
we can’t wait to learn more about you!