3200 Cobb Galleria Pkwy., Suite 215
Atlanta, GA 30339
Phone: 770-980-1717
cass@chappellfinancialgroup.com
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Employee Benefits

If you own a business, you know well that success takes an inordinate amount of time and energy. After all, it is your responsibility to ensure that your firm is financially sound and determine strategies to help recruit and retain quality employees. This is precisely why businesses turn to Chappell Financial Group.

With over twenty years of experience in the Human Resources and Employee Benefits arena, our professionals can provide the quality guidance and service you would expect to receive from the internal human resources department of a large company. Which means you will have more time to focus on the management and growth of your business.

It is crucial to implement benefits plans that are affordable and valuable to those who work for you. The plans we develop are not simply about the actual benefits, but how they are likely to affect you and each of your employees over time. For this reason, we adhere to a strict, comprehensive process.

Discovery:


During our initial meeting, we will get to know you, how your business operates, the budget you have in mind, and discuss products and services that will be useful to you. At this time, we will also collect the necessary information to properly analyze your current benefits package

Exploration:


We will negotiate with different insurers to find products and services that suit your needs. We always keep your budget in mind and are extremely cautious during the due diligence period to ensure you will receive affordable, hassle-free benefits. Once we have narrowed down the market, we will bring solid proposals to the table for your consideration.

Installation and Education:


Once you have selected a benefits plan, we will create a timeline for implementation, which involves interactive and educational meetings with you and your employees. We guide your employees through the enrollment process and answer any questions they may have.

Ongoing Service:


Let us worry about the insurance companies, so you can focus on running your business! We do not refer you or your employees to a "1-800" customer service number - we handle your questions personally. As your backroom partner, we are always available to assist your employees with their specific needs, whether they need assistance allocating assets under your plan, or seek insurance for their parents and children.

3200 Cobb Galleria Pkwy.
Suite 215
Atlanta, GA 30339
Phone: 770-980-1717
Fax: 770-980-1867
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CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNERare 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 FINRA/SIPC
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