Comprehensive Employee Benefit Planning

The Chapman Financial Group offers a full range of employee benefit planning services, including needs assessment, plan design, communication, enrollment and on-going administration. Our advisors are experts in medical and dental benefit programs, flexible spending accounts, disability insurance, and all forms of group life insurance. In addition, we recognize the critical importance of balancing quality and cost, and actively seek out providers who can supply not only excellent products and services, but also a reasonable price. After a plan is in place, we monitor performance on an on-going basis to ensure satisfaction and to recommend improvements.

 


3868 State Street, Second Floor · Santa Barbara, CA 93105
Phone 805-682-5578 · Fax 805-569-5582
 

The representatives of Chapman Financial Group (CFG) are licensed to do business in AZ and CA (Lic. #0D11445, 0381549 ) for Insurance and AR, AZ, CA, CO, FL, HI, IA, ID, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, TX, VA, VT, WA, WI and WV for a securities business. Fee-Based Planning offered through Zenith Enterprises, Inc, a state of CA Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drv, Ste 300 Akron, OH 44333; 800-765-5201 www.FINRA.org Chapman Financial Group, Chapman Business Advisory Services, Zenith Enterprises, Inc. and Chapman Insurance Services are separate entities from ValMark Advisers, Inc. and ValMark Securities, Inc.

Any tax advice contained herein is of a general nature and is not intended for public dissemination.
Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein.
This advice is being provided solely as an incidental service to our business as
(insurance professionals, financial planner, investment advisor securities broker.)