- Financial Planning
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- Fee based financial planning from a CFP® professional. A written and comprehensive plan – Fees will vary.
- Investment Services
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- Managed Money
- Wrap fee mutual fund accounts
- Separately managed accounts
- Mutual Funds
- Retirement Plans – IRA's
- Annuities
- Alternative Investments
- Managed Money
- Insurance
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- Life
- Health
- Disability
- Long Term Care
- Auto
- Home
- Umbrella
- Employee Benefits
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- Group Insurance
- Health
- Life
- Dental
- Disability
- Vision
- Long Term Care
- Retirement Plans
- 401(k)
- SIMPLE IRA
- Business Needs
- Key person insurance
- Deferred compensation plans
- Financial Planning as an Executive Benefit
- Voluntary Benefits
- Group Insurance
A single source for all your financial planning, investment services, insurance and employee benefit needs.
Choice is a fact of life. The financial decisions you make now will impact your professional success and the lifestyle you want to create for you and your family. Numerous options are available to help you through the financial decision-making process, and we are here to help you navigate through the array of options. Chappell, Mayfield & Associates is founded on the principles that "more choices, better guidance and superior service" will deliver viable solutions for your future.More Choices: Whether you are looking for something as simple as life or auto insurance or seek to develop a comprehensive strategy to meet your personal or business needs, you can rely on us to explore the broad spectrum of options that suit your objectives – and help make the right choices for you. As an independent firm, Chappell, Mayfield & Associates maintains relationships with dozens of quality investment management and insurance companies. You will enjoy the confidence of knowing we have access to the best resources for you.
Better Guidance: Founded in 2003, our financial professionals have long offered clients the benefits of extensive knowledge and experience. Recognizing that planning is not just about products and strategies, we take guidance to a higher level. Recommended financial solutions are based on the crucial understanding of how they impact your overall financial picture – from the needs you have now to those you can expect later on.
Superior Service: We believe that our clients deserve the utmost care and attention. Our proactive approach to planning keeps you informed and in control of your financial success. We leverage our technological resources to continuously monitor your ongoing needs and service concerns that help keep you informed and in-touch with your finances.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently 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: Georgia (GA), Alabama (AL), Tennessee (TN), Indiana (IN), New Jersey (NJ), New York (NY), Ohio (OH), Missouri (MO) and Florida (FL).
We are licensed to sell insurance products in the following states: Georgia (GA), Tennessee (TN), North Carolina (NC), and Florida (FL).
If you are not a resident of any of the above listed states, please exit this website.
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