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Welcome to the Home of
The One Page Retirement Plan




My name is Jeff Chase. I'm a retired Certified Financial Planner who, for over 25 years, was President and owner of Professional Financial Management, Inc., a full service Financial Planning firm. We provided both Financial Planning and Investment Advisory Services to a wide range of clientele during varying economic cycles.

    I personally held designations as:
  • Certified Financial Planner
  • Registered Investment Advisor
  • Licensed Stock Broker
  • Life Insurance Agent.

After graduating from New York University with a B.A. and M.S. in Mathematics, and completing a tour of duty as a Captain in the U.S. Army, I held senior executive positons at several Fortune 500 Companies in the areas of Information Technology and Corporate Planning.

I've always felt that my Corporate experience gave me a different perspective as well as a unique combination of skills that enabled me to approach the planning process in a different way than my contemporaries. It is with this approach that I developed this site.

Why Use Us?

Everything on this site has been developed by a Certified Financial Planner with over 25 years of practical experience. We know what works, what doesn't work, and the right amount of information you need to develop a well rounded plan that balances your current needs with your future goals.

We're the ONLY Planning Site that gives you BOTH GUIDANCE AND SOFTWARE to develop and implement your Retirement Plan.


WE HAVE NO ULTERIOR MOTIVES OR HIDDEN AGENDAS.

  • We are not affiliated with a brokerage or mutual fund firm, who will give you a minimal and highly inaccurate retirement calculator, but whose real objective is get your assets under their management.
  • We are not a Financial Planning firm, who will give you enough information to wet your interest in developing a plan, but not the tools to do it yourself, because they really want to convert you to a client of their own.
  • We are not a successful "layman" who was good enough at what he did to retire gracefully and now wants to pass along his "formula for success" to you. He has never developed a financial plan and only has himself as his "wealth" of experience.

The sole reason this site exists is to help you take control of your financial future.

A wise philosopher, Yogi Berra, once said "If you don't know where you're headed you'll never get there". I always liked that saying. It encapsulates why it is so important to have a Financial Plan, a roadmap toward your Retirement Goals. Once you have that roadmap, decisions about investments, insurance, expenditures, and life style changes, become that much easier and give you a rational framework for each financial action you take.

Consider the amount of time you spend to make good decisions about all the other things in your life (What house or car to buy, what school your child should go to, even what TV or refrigerator to get). What could be more important than making the proper financial decisions that will affect your entire life.

No matter what stage of life you are in. If you are concerned enough about where your financial life is heading, the One Page Retirement Planning System can answer your needs. Invest the time. To help you get started we offer a FREE Basic Software program as well as start up guidance on this site so you can begin to see the value of planning for your future. Feel free to contact us. We're here to help.

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