In any relationship, the right chemistry is key. Truth is, Chepenik Financial isn’t right for everyone. You see, we’re not your typical financial services firm. We do things differently.

We love helping our clients grow and succeed, and we’re not afraid to break some molds and try some bold ideas to make it happen.

We believe in going beyond the status quo, and work best with clients who are willing to join us.


Are We The Right Retirement Plan Consultant For You?

Finding the right retirement plan consultant for your company can be tricky. While many consultants offer similar products, everyone approaches plan design and management a little differently. Take this simple quiz to see if our approach is right for you.

Is your retirement plan managed efficiently today?

Congratulations! You’re on the right track, but there may still be some room for improvement.

That’s okay. Once we dig into the details, we can help you spot opportunities to up your efficiency.

Good news! It’s a priority for us. In fact, one our key differentiators is optimizing administrative efficiency — in other words, we’re really good at helping plans run well.

How committed is your leadership team and/or retirement plan committee to driving plan success?

Fantastic! Commitment from the key players is crucial for making the changes that drive plan efficacy.

We’re always thinking of ways to improve retirement readiness for your team, even if you’re not.

It really does. The most successful retirement plans have the support of the company leaders.

Are you open to innovative ideas?

You’re speaking our language! Ongoing innovation is what separates an okay plan from an award-winning one.

You’re not alone. Literally. Our advisors work with you, explaining all recommendations so you can make informed decisions.

It’s your plan. Nothing wrong with playing it safe if that’s more your speed.

Are We the Right Wealth Manager For You?

Chips and salsa. Burgers and fries. Peanut butter and mayo? Not every pairing is perfect. So start here to see if our approach is right for you. Your future self will thank you.

Is this the first time you’re pursuing professional wealth management?

Congratulations! Getting help from the experts is the first step in protecting and preserving your wealth.

The right fit is critical. Meeting face-to-face with a potential advisor will give you a feel for how they will treat you.

Good for you. Even when you’re working with an advisor, staying proactive about your wealth is always a good idea.

How committed are you to achieving your wealth goals?

Excellent. Creating a plan is one thing, but following it is what really matters

No worries. A good advisor is in sync with your changing needs, and should be able to adapt your plan accordingly.

The ones that your wealth advisor will help you set, once they learn a little more about what you want to get out of life.

What do you want most from a wealth manager?

Without a doubt. Being able to trust your advisor’s expertise and ethical code is essential to a strong relationship.

Insist on it. Any advisor that takes a “set it and forget it” approach to your wealth management plan isn’t the advisor for you.

Hmmm. Watch out for advisors who make big promises like this. A trustworthy advisor will develop a responsible plan with your risk tolerance in mind.

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