<<< Back
<<<
Certified Federal Employee Benefits Specialists
DIRECTORY LISTING INFORMATION
COMPANY INFORMATION
| Company Name: | Federal Employee Association Service Center |
| Address: | 526 E 87th Street |
| City: | Chicago |
| State: | IL |
| Zip Code: | 60619 |
| Telephone: | (708) 257 - 2480 |
| Fax: | (773) 651 - 8264 |
| Web address: | http://www.fea-gea-iea.org/ |
| Since 1989, Edward L. Chappell has counseled Employees in retirement saving. In 1997, he spearheaded the FEA Savings Are Vital To Everyone's Retirement Education Outreach to Federal and Postal Employees. Individually and in seminar, 1000's have come to realize the importance of saving for a rich and rewarding retirement. | |
PERSONAL INFORMATION
| Name | Telephone # | Email address | |
| 1. | Edward L. Chappell | (708) 257 - 2480 | echappel@ameritech.net |
PROFILE INFORMATION
Licenses and Education
Insurance Licenses (Life, Health, Disability, etc.): Life,
Accident & Health, Casualty
Other Licenses and Designations (CFP®, CPA, etc.): LUTC
Education / Area of Study: Insurance Continuing Education
Associations and Affiliations: LIMRA LUTC
Experience
I have been providing financial and/or related advice to
clients for 28 years.
How I/we charge clients for services (please select one):
| __ | Fee for Financial Planning (initial, hourly, and/or retainer) |
| __ | Fee based on percentage of assets managed; percentage ranges |
| __ | Commissions, trail fees, redemption fees, account fees, etc. |
| __ | Other (please specify): _____________________________________ |
Financial Services Provided
| __ | Tax preparation |
X |
Comprehensive financial planning |
| __ | Investment and asset management |
| __ | Insurance |
| __ | Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
| __ | Stock and bond brokerage |
| __ | Other (please specify): Personalized Financial Planning |
I am or my firm is registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm (please select one):
X |
1-5 |
| __ | 6-10 |
| __ | 11-50 |
| __ | 51-99 |
| __ | 100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
| __ | Employee |
| __ | Independent Contractor |
| __ | Other: _____________________________________ |
Broker/Dealer Affiliation:
X |
No affiliation |
| Affiliated with: _____________________________________ |
| The CFEBSSM Directory is a service of Federal Employees News Digest, Inc. When using the directory, be sure to read the disclaimer. For information on the CFEBSSM designation, call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. |
CFEBSSM directory | FederalDaily.com |
Copyright © 2005 by Federal Employees News
Digest, Inc. All rights reserved.
Reproduction in whole or in part in any form or medium without expressed written
permission
by Federal Employees News Digest, Inc. is prohibited.