Chappell Financial Group
Since 2003
Your single source for Financial Planning, Investment Services, Insurance, and Employee Benefits
Chappell Financial Group
Since 2003
Your single source for Financial Planning, Investment Services, Insurance, and Employee Benefits
Chappell Financial Group
Since 2003
Your single source for Financial Planning, Investment Services, Insurance, and Employee Benefits
"More Choices. Better Guidance. Superior Service." ™️
"More Choices. Better Guidance. Superior Service." ™️
"More Choices"
Chappell Financial Group,
an independent firm, offers a wide range of insurance and investment options tailored to your needs, providing access to top resources for making informed choices.
Chappell Financial Group,
an independent firm, offers a wide range of insurance and investment options tailored to your needs, providing access to top resources for making informed choices.
"Better Guidance"
Established in 2003,
our seasoned financial professionals provide comprehensive guidance that considers not just products and strategies but also their impact on your current and future financial goals.
Established in 2003,
our seasoned financial professionals provide comprehensive guidance that considers not just products and strategies but also their impact on your current and future financial goals.
"Superior Service"
"Superior Service"
We prioritize our clients' needs with proactive planning, leveraging technology to monitor and address ongoing financial needs, keeping you informed and in control of your future.
We prioritize our clients' needs with proactive planning, leveraging technology to monitor and address ongoing financial needs, keeping you informed and in control of your future.
Our Services
Learn more about what we can do for you
Learn more about what we can do for you
Financial Planning
Financial Planning
Cass Chappell is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Cass Chappell is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Our goal is to save you time and money by guiding you away from common mistakes and inaction that hinder goal achievement. Our financial planning process aims to create a personalized plan aligned with your goals and capabilities, fostering financial independence. Understanding your current financial status and defining future aspirations are key steps toward this independence. Our fees range from $1750 to $3500, determined by the time needed for your plan, not your assets. Contact us for a complimentary initial consultation.
Our goal is to save you time and money by guiding you away from common mistakes and inaction that hinder goal achievement. Our financial planning process aims to create a personalized plan aligned with your goals and capabilities, fostering financial independence. Understanding your current financial status and defining future aspirations are key steps toward this independence. Our fees range from $1750 to $3500, determined by the time needed for your plan, not your assets. Contact us for a complimentary initial consultation.
The Process
The Process
We follow a 4-step process to build your unique plan.
We follow a 4-step process to build your unique plan.
EMAIL US
Step One: Initial Consultation
Step One: InitialConsultation
Step One: InitialConsultation
Receive a no-obligation introduction to our firm and the services we provide. We will clearly articulate what you can expect of our future relationship and when you should expect it.
Receive a no-obligation introduction to our firm and the services we provide. We will clearly articulate what you can expect of our future relationship and when you should expect it.
We clearly define what fees will be involved, should you decide to go through our comprehensive planning experience.
We clearly define what fees will be involved, should you decide to go through our comprehensive planning experience.
Step Two: Data Gathering
Step Two: Data Gathering
To create a strategy that helps prepare your financial future, it is necessary to gather relevant data and to discuss and evaluate your present situation. Together, we clearly define your financial goals and objectives, both in the short term and long term.
To create a strategy that helps prepare your financial future, it is necessary to gather relevant data and to discuss and evaluate your present situation. Together, we clearly define your financial goals and objectives, both in the short term and long term.
Bring statements, documents, and any additional relevant information. This step is all about you!
Bring statements, documents, and any additional relevant information. This step is all about you!
Step Three: Strategy Session
Step Three: Strategy Session
We want to be certain that we set realistic goals and expectations working within your budget, comfort level and risk tolerance.
We want to be certain that we set realistic goals and expectations working within your budget, comfort level and risk tolerance.
What do we need to change? This is the step where we clarify and refine.
What do we need to change? This is the step where we clarify and refine.
Step Four: Financial Plan Delivery
Step Four: Financial Plan Delivery
Your personalized Nest Egg Monitor™ is presented, along with a customized, written financial analysis addressing your entire financial situation (risk management, goals, insurance, and investments). Specific action items will be recommended in an Implementation Checklist.
Your personalized Nest Egg Monitor™ is presented, along with a customized, written financial analysis addressing your entire financial situation (risk management, goals, insurance, and investments). Specific action items will be recommended in an Implementation Checklist.
Your financial plan is constructed in a way that you can implement it yourself or with any advisor of your choosing. If you don’t have a relationship with an advisor, we can implement the plan here at Chappell Financial Group.
Your financial plan is constructed in a way that you can implement it yourself or with any advisor of your choosing. If you don’t have a relationship with an advisor, we can implement the plan here at Chappell Financial Group.
Investment Advisory Services
Investment Advisory Services
Customized For You
Customized For You
Investment advisory services are offered through LPL Financial – The largest independent broker dealer in the United States. Using mutual funds, ETF’s and separately managed accounts, we have the tools and resources to manage even the most complex portfolio. Whenever possible, we act in a fiduciary capacity. We take this special duty and responsibility very seriously. Our fee structure is transparent and easy to understand.
Investment advisory services are offered through LPL Financial – The largest independent broker dealer in the United States. Using mutual funds, ETF’s and separately managed accounts, we have the tools and resources to manage even the most complex portfolio. Whenever possible, we act in a fiduciary capacity. We take this special duty and responsibility very seriously. Our fee structure is transparent and easy to understand.
Employee Benefits
Employee Benefits
Top Notch
Top Notch
Today’s employee expects top-notch benefits. Comprehensive insurance plans and a company retirement plan are the rule, rather than the exception. We help design plans to fit any company’s budget and goals.
Today’s employee expects top-notch benefits. Comprehensive insurance plans and a company retirement plan are the rule, rather than the exception. We help design plans to fit any company’s budget and goals.
Insurance
Insurance
Protect your assets
Protect your assets
At Chappell Financial Group, we ensure your loved ones and assets are protected through comprehensive insurance coverage, evaluating various products and companies to meet your needs and address any coverage gaps.
At Chappell Financial Group, we ensure your loved ones and assets are protected through comprehensive insurance coverage, evaluating various products and companies to meet your needs and address any coverage gaps.
Chappell Financial Group provides personalized investment advice tailored to your goals and risk tolerance. Our systematic approach prioritizes asset growth and preservation. Whether you seek growth or income, rely on us for a performance-optimized program with risk management. We offer diverse investment platforms and utilize advanced market research tools to modernize your portfolio and align with your objectives.
Chappell Financial Group provides personalized investment advice tailored to your goals and risk tolerance. Our systematic approach prioritizes asset growth and preservation. Whether you seek growth or income, rely on us for a performance-optimized program with risk management. We offer diverse investment platforms and utilize advanced market research tools to modernize your portfolio and align with your objectives.
About
Where We Are
Where We Are
Where We Are
At the corner of I75 and 285 Convenient to The Battery
3200 Cobb Galleria Pkwy.
Suite 215
Atlanta, GA 30339
770-980-1717
At the corner of I75 and 285 Convenient to The Battery
3200 Cobb Galleria Pkwy.
Suite 215
Atlanta, GA 30339
770-980-1717
At the corner of I75 and 285 Convenient to The Battery
3200 Cobb Galleria Pkwy.
Suite 215
Atlanta, GA 30339
770-980-1717
Cass Chappell, CFP®
Cass Chappell, CFP®
Email: cass@chappellfinancialgroup.com
Ext: 225
Email: cass@chappellfinancialgroup.com
Ext: 225
Chappell Financial Group, founded in 2003 as Chappell Mayfield and Associates, provides financial planning, investment advisory services, employee benefits, and insurance.
Cass launched his financial planning career as an agent for Prudential Financial in 1996, and later, a manager in the company's financial services division. Since then, Cass has earned the CFP®, CLU, and ChFC designations, reflecting his commitment to excellence in investment decision-making and financial planning. He also holds a B.S. in Management from Georgia Tech.
Cass has lived in Atlanta since 1992 and enjoys spending time with his wife, Alison, and children Olivia and Alex.
Chappell Financial Group, founded in 2003 as Chappell Mayfield and Associates, provides financial planning, investment advisory services, employee benefits, and insurance.
Cass launched his financial planning career as an agent for Prudential Financial in 1996, and later, a manager in the company's financial services division. Since then, Cass has earned the CFP®, CLU, and ChFC designations, reflecting his commitment to excellence in investment decision-making and financial planning. He also holds a B.S. in Management from Georgia Tech.
Cass has lived in Atlanta since 1992 and enjoys spending time with his wife, Alison, and children Olivia and Alex.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to limit access of the following pages to individuals residing in states where we are currently registered.Investment products and services available only to residents of: Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Kentucky (KY), Missouri (MO), Mississippi (MS), North Carolina (NC), Nevada (NV), New York (NY), Pennsylvania (PA), South Carolina (SC), Tennessee (TN). If you are not a resident of any of the above listed states, please exit this website.
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
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
