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Kappel and Apple

  • Health Insurance
  • Life Insurance
  • Long Term Care
  • Wealth Management

Wealth management services for Chicago

To discuss options for wealth management, call today!
815-477-7803

Securites offered through The Leaders Group, Inc.,
Member FINRA / SIPC
26 West Dry Creek Circle, Suite 575, Littleton, CO 80120
303-797-9080
Kappel & Apple is not affiliated with The Leaders Group, Inc.
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Long Term Care

At Kappel & Apple, we take the time to understand your financial situation and goals to develop a strategy that aligns with your objectives and your risk tolerance. Our approach is holistic and embraces your expectations and requirements. We don’t focus on any one particular product but match your needs to available products.

Risk Tolerance
First, we’ll determine your attitudes toward risk. Any investment has some sort of risk, and we need to understand how you feel about risk in order to suggest investments. On a scale of 1 to 10, how much risk are you comfortable with for your money? It’s our job to provide direction and guidance to meet your financial goals.

Options
Next, we’ll review your options. We present state-of-the-art financial products that we combine to produce the most competitive portfolio available. One of our primary considerations is your time horizon—when do you need access to your funds?

Analysis
Kappel & Apple constantly evaluates your portfolio to ensure that your investments are yielding the best available return, based on your risk tolerance. We consider both long term and short term tax planning when providing your options.

Reviews
We schedule annual reviews to go over the status of your investments and to discuss any changes in your financial situation that might require adjustments.

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