Retirement Planning

 

For high net worth individuals and families, we hand tailor comprehensive asset management and wealth creation plans that reduce current income taxes and maximize the accumulation of additional assets. For business owners and executives, we offer a full range of non tax-qualified retirement plans to circumvent restrictions on tax-qualified plans and restore benefits to acceptable income replacement levels.   For employers that wish to provide benefits to all their employees, we provide tax qualified benefit plans with tax deductible plan contributions and earnings that accumulate tax deferred.

 

A secure future requires more than good intentions
-- it demands expert planning --
the kind we provide at the Chapman Financial Group.

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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.)