by VentureStreet  Join Our Network

Cheboski & Associates  

1202 East Colima Drive - Sandy, UT 84094
We are an on-demand financial advisory service that charges by the hour, instead of the normal 1% annual fee from most advisers. Basically, "We are not for the 1%, we are for you."

Brian Cheboski - 801-739-9261  

Financial Adviser / Owner

My Expertise
I have started many small businesses and worked for many more. Managing money is one of the keys to success, and I am glad to provide that support so that you can focus on your core services. The same applies to household finances, and I am glad to help there too.

Services
Credit & Debt Counseling & Repair Services
Education Planning & 529 Plans
Financial Planning & Investment Advice
Insurance Consultants & Advisors
Retirement Planning & IRAs

Years Experience
5

Licenses
Series 65 (Financial) Mortgage Loan Officer Property and Casualty Insurance Life and Health Insurance

Insurance
Normal Business Insurance Errors and Omissions Insurance - $1 million

Degrees
MBA w/minor Information Security - JMU
Get Matched to Local Pros
What type of service or business do you need?
(e.g. accountant, auto repair, lawn service, marketing consultant)
Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: Have you been able to plan, save & celebrate with the way you have been doing things? Will paying another adviser 1% every year in addition to other fees make that easier? I have been in heavy debt before (student loans... cars... credit cards...) and there are many ways to make it better. I enjoy hearing your story, and using the methods that will be beneficial to you. Then you can: Plan. Save. Celebrate.

Q: What is the most common type of project or service your company provides?
A: So many people need "budget" help, and when we talk, it is not painful or boring. There is actually a really great system that makes it effortless, and you never bounce a check. Once that is in place, we plan for goals (school, cars, retirement) and with that plan in place, the extra money can be spent on ANYTHING! It actually becomes fun.

Q: In what ways is your company environmentally friendly?
A: Being eco-friendly is critical. We co-work to share heating/cooling and office expenses, the company car is a Kia Soul (small carbon footprint) and for investment recommendations, we have developed a list of investments stocks revolving around the concept of a clean earth and renewable resources.

How We Charge For Our Services
Credit & Debt Counseling & Repair Services
- $70.00 per hour
It shouldn't be so hard to be in debt. We can plan together and even start saving for goals while debt and credit is a problem.

Education Planning & 529 Plans
- $70.00 fee only (hourly rate)
We are on-demand only, and work only for you at the rate of $70/hour. There are no other fees or kickbacks.

Financial Planning & Investment Advice
- $70.00 fee only - hourly rate
Ask your adviser about fees. Typically there is 1% of your assets, mutual fund fees that can range from 2-4% and referral fees and high transaction fees. I want to work for you on demand, at a flat $70 an hour. That's it.

* All information in this profile, including licensing, has been provided by Cheboski & Associates. This information is not verified by ProMatcher.

Home   |   Articles & Videos   |   Affiliates   |   Networking Groups   |   Search by Category   |   Professionals

Terms of Use   |   Privacy   |   About Us   |   Contact Us   |   Member Login

© 2003-2014 - VentureStreet, LLC

Join Our Business Network