- Financial Planning
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- Fee based financial planning from a CFP® professional. A written and comprehensive plan – Fees will vary.
- Investment Services
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- Managed Money
- Wrap fee mutual fund accounts
- Separately managed accounts
- Mutual Funds
- Retirement Plans – IRA's
- Annuities
- Alternative Investments
- Managed Money
- Insurance
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- Life
- Health
- Disability
- Long Term Care
- Employee Benefits
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- Group Insurance
- Health
- Life
- Dental
- Disability
- Vision
- Long Term Care
- Retirement Plans
- 401(k)
- SIMPLE IRA
- Business Needs
- Key person insurance
- Deferred compensation plans
- Financial Planning as an Executive Benefit
- Voluntary Benefits
- Group Insurance
Choice is a fact of life. The financial decisions you make now will impact your professional success and the lifestyle you want to create for you and your family. Numerous options are available to help you through the financial decision-making process, and we are here to help you navigate through the array of options. Chappell Financial Group is founded on the principles that "more choices, better guidance and superior service" will deliver viable opportunities for your future.
More Choices
Whether you are looking for something as simple as life or auto insurance or seek to develop a comprehensive strategy to meet your personal or business needs, you can rely on us to explore the broad spectrum of options that suit your objectives and help make the right choices for you. As an independent firm, Chappell Financial Group maintains relationships with dozens of quality investment management and insurance companies. You will enjoy the confidence of knowing we have access to the best resources for you.
Better Guidance
Founded in 2003, our financial professionals have long offered clients the benefits of extensive knowledge and experience. Recognizing that planning is not just about products and strategies, we take guidance to a higher level. Recommended financial strategies are based on the crucial understanding of how they impact your overall financial picture from the needs you have now to those you can expect later on.
Superior Service
We believe that our clients deserve the utmost care and attention. Our proactive approach to planning keeps you informed and in control of your future. We leverage our technological resources to continuously monitor your ongoing needs and service concerns that help keep you informed and in-touch with your finances.
are certification marks owned by the
Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals
who successfully complete the CFP Board's initial and ongoing certification requirements.
Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor
Securities and investment advisory services offered through LPL Financial. Member 