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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save faster.

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Help guard against the impacts of unexpected  life events.

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Investing and Planning

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help pursue short- and long-term goals.

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Insurance is important to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can help protect you and your family from undue hardship.

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As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.

About Us

David Chapple strives for a track record of success, having worked in the financial industry for over 14 years and with LPL for 12. He completed his education at Simpson University, receiving high honors and awards for his scholarly pursuits.

Latest Blog Posts

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by David Chapple Financial Services on August 26th, 2019

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by David Chapple Financial Services on April 24th, 2019

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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Should You Have a Living Trust?

Submitted by David Chapple Financial Services on February 22nd, 2019

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

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  •   2400 Washington Ave Suite 300, Redding, CA 96001
  •   530 242-6155
  •   david.chapple@lpl.com

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