Financial Planning

Chaco Credit Union is committed to providing great products and services that meet our members' needs. There are certain times that Chaco cannot provide a service or product that is related to our members' financial well-being. In those situations, Chaco is committed to finding excellent partners to supplement our offerings. We are thrilled to partner with an outstanding provider of financial planning through Dalton Wealth Management. Since 1996, Dalton Wealth Management has helped members organize their financial affairs and plan for the future.

David And Megan DaltonDavid M. Dalton | JD, MBA, CFP®
Dave Dalton has been an independent financial advisor for over thirty years. He has the professional credentials that well informed clients are looking for in an advisor. Dave’s legal experience is an added benefit to his clients. He is a member of the Ohio State Bar Association, Butler County Bar Association and is past-president of the Dayton Association of Tax Professionals and an active member of The National Academy of Elder Law Attorneys.

Megan R. Dalton | CFS®, CFP®
As a CERTIFIED FINANCIAL PLANNING Professional, or CFP®, Megan works with individuals and families to help them work toward achieving many diverse short and long-term financial goals. She can help simplify complex subjects such as investment, estate, tax, and insurance planning. Megan also works hard to stay current on the difficult issues facing her clients in the areas of retirement planning, social security and health related issues (Medicare/Medicaid).

 

Cindy Snyder Dalton

Cindy Snyder
Client Services Manager

 

 

Services include retirement planning, investment services, estate planning, IRAs, rollovers, income tax strategies and college planning. If you would like to schedule a no-cost, no-obligation appointment, please call (513) 785-3512.


Click here to go to the Dalton Wealth Management website.

DALTON WEALTH MANAGEMENT
7237 Cincinnati Dayton Road, Suite 202, West Chester, OH 45069
Phone: (513) 785-3512 Fax: (513) 285-7625  Email: DaltonWealth@DaltonWealth.com Website: www.DaltonWealth.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  

Alabama (AL), Arizona (AZ), Delaware (DE), Florida (FL), Georgia (GA), Indiana (IN), Kentucky (KY), Maryland (MD), Michigan (MI), New Jersey (NJ), New Mexico (NM), Ohio (OH), Oregon (OR), South Carolina (SC), Utah (UT) and Washington (WA).

Not NCUA Insured • No Credit Union Guarantee • May Lose Value
Chaco Credit Union and Dalton Wealth Management are not registered
broker/dealers and are not affiliated with LPL Financial


 Dalton Wealth Management.

Our Difference is Simple

When it comes to your financial plan, we understand what you need now and more importantly, what you need tomorrow. We are here to help you get the most out of both. Whether just starting out or preparing to retire, we help you become financially prepared and fully informed. At Chaco, we bring you the same expertise and competitive services as other institutions, but with the compassion and genuine care that can only come from being member-owned and operated. From CDs and savings to mortgages and more, we work to keep things simple when it comes to your finances – so you can focus on your life. And that makes a difference.