Professional Services
Consulting, education, notary, administrative, and business startup services
In addition to our licensed life insurance services, Ayan Chase Financial Group offers professional services that clients pay for directly — from financial consulting to business development, LLC/EIN support, logo, website, and banking setup. Each service below is billed as a professional service fee — separate from any insurance product.
One-on-one consultation sessions designed to help you better understand financial products, the options available to you, and general financial concepts.
- Scheduled one-on-one sessions with a member of our team
- Plain-language walkthrough of how common financial products work
- Review of general options and concepts relevant to your situation
- Written summary of what was discussed on request
Consulting fees are quoted before the session begins and are paid directly to Ayan Chase Financial Group.
Educational and research support that helps you understand financial products, terminology, available options, and where to find reliable resources.
- Explanation of financial terminology and documentation
- Research assistance on products, providers, and available resources
- Curated reading lists, worksheets, and reference materials
- Follow-up questions answered by email
This service is educational and informational in nature. Fees are quoted in advance and paid directly to Ayan Chase Financial Group.
Professional notary services for eligible documents, performed by a commissioned notary in accordance with applicable state requirements.
- Notarization of eligible documents
- Identity verification and journal recording as required by state law
- In-person appointments by scheduling
- Document eligibility confirmed before the appointment
Pricing and availability vary depending on the service requested, document type, and location. Fees are quoted before service is performed.
Professional administrative assistance related to documentation, organization, research, and other financial-service support needs.
- Document preparation support, organization, and file assembly
- Form completion assistance and recordkeeping
- Research and information gathering support
- General administrative coordination and follow-up
Administrative support is billed hourly or per project and quoted in advance.
Hands-on support for new and growing business owners who need help establishing the foundation, presence, and operational tools for their venture.
- Business development strategy and planning guidance
- LLC formation and EIN application support
- Logo, brand identity, and visual asset design
- Website setup and basic digital presence
- Business phone number setup and communication tools
- Business banking account guidance and financial setup
- Additional startup and operational resources available on request
Business development and startup packages are customized to your needs and quoted in advance. Fees are paid directly to Ayan Chase Financial Group.
Payment disclosure
Payments made through this website are for consulting, educational, notary, administrative, business development, LLC/EIN support, logo, website, business phone, banking setup, and other professional service fees provided by Ayan Chase Financial Group. Insurance premiums are NOT processed through this website or through Stripe. Insurance premiums are paid directly to the applicable insurance carrier.
- Stripe is used solely as the payment processor for eligible professional service fees and the $149 agent enrollment fee.
- There is no option anywhere on this website to pay an insurance premium. Premium payments are arranged with and collected by the insurance carrier.
- Every professional service fee is quoted and agreed to in advance of the work being performed.
Scope of services
Ayan Chase Financial Group is an insurance agency. Ayan Chase holds license #247046 and is licensed in Georgia (GA). We also provide the professional services described on this page. Our consulting, educational, notary, administrative, and business development services are general in nature and are intended to help clients understand financial products, terminology, and available options, or to establish business operations and presence.
These services are not investment management, investment advisory, financial planning for securities, or securities brokerage services. We do not manage assets, recommend securities, or promise any specific financial outcome. Nothing provided through these services is legal, tax, or investment advice, and no result is guaranteed. We encourage clients to consult a qualified attorney, tax professional, or licensed investment professional for advice specific to their circumstances.
Insurance products are offered separately through licensed agents and only in states where the agent and product are properly authorized. See our disclosures for licensing details.
Questions about our services?
Contact us for availability, scheduling, and a written fee quote before any service begins.