ChappelWood Financial Services

ChappelWood Financial Services is a financial planning firm focused on retirement. Its core services include wealth preservation, income planning, tax minimization, estate and legacy planning, and insurance needs analysis, with specialized work in total financial planning, college funding and senior lifestyle planning. The firm builds customized strategies for millionaires and aspiring millionaires, and it notes that most advisors focus on investments while it looks at taxes, income, risk and long-term planning together.

The firm generally accepts individuals and families with at least $500,000 in investable retirement savings, with limited exceptions. Its clients include high net worth families, widowed or divorced women, business owners, retirees and pre-retirees, and trusts. Retirement strategy sessions are offered by scheduling online. The office is at East 15th Street in Edmond, Oklahoma.