Investment Services

Chappell Financial Group offers comprehensive advice to tailor investment strategies suited to your objectives and risk tolerance. We believe that a systematic investment discipline is most effective for significant asset growth and preservation. Whether you need growth or income, depend on us to deliver a program that optimizes performance while managing risk.

We offer a multitude of investment platforms to meet the needs of our clients. Our state-of the-art market research capabilities from Linsco/Private Ledger, combined with time-tested strategies give us the ability to modernize your portfolio and create an investment strategy customized to meet your objectives.

We utilize the following tools:

• Managed Money
  • Wrap fee mutual fund accounts
  • Separately managed accounts
• Mutual Funds
• Retirement Plans - IRA's
• Alternative Investments
• Annuities

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CFP^®, CERTIFIED FINANCIAL PLANNER™ and 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 FINRA/SIPC