1725 East 15th Street
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WE BELIEVE IN RELATIONSHIPS
Your money doesn't define you. How you use it is what matters.
At ChappelWood Financial, we understand that Millionaires face challenging decisions that impact their long-term financial success. These decisions typically revolve around investing to avoid running out of money in retirement, protecting hard-earned retirement funds, and managing the impacts of inflation, taxes, and skyrocketing healthcare costs.
Because more than 90 percent of our clients are retirees with similar concerns, we are in the perfect position to address your fears, frustrations, and challenges with experience and skill.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.