617-297-7746
About Chantre Financial Group
Chantre Financial Group is dedicated to empowering professionals and families as they navigate the journey toward retirement. Our goal is to provide solid financial planning tailored to your unique needs, ensuring you have a secure and enjoyable retirement experience. We understand the complexities of financial decisions and are here to guide you every step of the way. We are ready to help you build a brighter financial future for you and your loved ones.
Leonardo Chantre/Founder
I am a licensed financial advisor and founder of Chantre Financial Group, serving clients across New England and nationwide. With over 25 years as an entrepreneur, business owner and community leader, I focus on helping individuals, families and small businesses build financial security through retirement planning, insurance and investment strategies.
I currently hold the following securities and advisory licenses.
-Series 65 - Investment Adviser Representative (Fee-based advisory).
-SIE, Series 6, and Series 63- Foundations in securities, investment company products, variable contracts, and state law qualifications.
This background allow me to provide independent guidance in:
-TSP and overall retirement planning for federal workers.
-Medicare and Retirement planning.
-Life Insurance & Disability income protection.
-Annuities & Income solutions.
-401K, 403b, and small business benefits.
My mission is to combine professional expertise with personal dedication, offering clients trusted guidance, bilingual support (English, Portuguese, and Spanish), and long-term relationships built on transparency and service.
Areas of expertise
Chantre Financial Group helps clients make clear, coordinated decisions across three focus areas: 401(k) plan management for businesses—simple plan reviews, participant education, and fiduciary process support; TSP & retirement planning for federal workers—claiming strategies, pension/TSP coordination, and survivor benefit guidance; and retirement planning for families & professionals—protection planning, and sustainable income strategies.
Retirement planning for federal workers
We help federal employees make confident, numbers-first decisions across every stage of service. From coordinating your FERS/CSRS pension to optimizing TSP contributions, Roth vs. Traditional strategy, and withdrawal options, we model how choices affect take-home income, taxes, and survivor benefits. The result is a clear, written plan that turns your federal benefits into a sustainable retirement income strategy.
Retirement planning for professionals
We help professionals create a solid retirement plan that turns years of hard work into a strategy tailored to their needs. We review current 401(k) and 403(b) accounts to ensure allocations match risk appetite and—most importantly—align with target dates and retirement goals.
Contact us today to start working on your retirement planning goals.
617-297-7746