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  • Guides available:

    7 Annuity Basics

    Whether you are thinking about purchasing an annuity or you just want to learn more about them, this guide can help you understand how they work, what the fees are and how long it might take before you can start receiving income.

    Take control of your finances and get your hands on this informational guide to annuities today.

    The Top 10 Things to Consider When
    Preparing for Retirement

    It’s easy to become overwhelmed when you’re considering everything that goes into preparing for your financial future, including understanding how long your money will need to last in retirement and how soon you need to be focused on saving for retirement.

    Request this guide to narrow down that long list and help you focus on the top 10 things to consider as you prepare for retirement.

    About ChappelWood Financial Services

    ChappelWood Financial Services is a premier independent Registered Investment Advisory firm that was founded in 1989 by our Chief Investment Advisor, Victoria Woods. Our success has been built on long-term client relationships, our reputation and consistency.

    Victoria Woods, an advisor to affluent clients for over 25 years, is recognized as a leader in the investment advisory industry. You may have seen her featured in Newsweek magazine’s “Financial Planning Guide.” She is the author of the book “It’s All About the $Money, Honey!” and has appeared on the Today Show, Success Today, Fox News, Fox Business and CBS, NBC and ABC affiliates across the nation. She hosts a weekly radio show, “It’s All About the $Money, Honey!” on iHeart Media. Clients have benefited from Victoria’s experience in working with high net worth households and mid-tier millionaires.

    Damon King, Certified Fund Raising Executive (CFRE), is an Investment Advisor and insurance professional with ChappelWood Financial Services. Regarded as a leader in the charitable planning community and recognized as a fundraising professional by his peers and donors, he continues developing strategies for affluent households to help them achieve their financial goals and preserve their values and legacies for future generations. You may have heard him as a co-host on “It’s All About the $Money, Honey!” on iHeart Media. Individuals and families have used his advice to establish tax-efficient gifting strategies and guaranteed lifetime income, and to preserve family wealth.

    The information is being provided strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.