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Joe Chappius

Life and health licensed agent; CLU Professional Designation; Series 6, 63, and 65

Joe is a seasoned financial professional with over a decade of experience in the financial services industry. He began his career focusing primarily on assisting families in addressing the risk management component of their financial plans, while continuing his education to comprehensive planning and wealth management.

Joe has also co-founded a fee-only financial planning firm that specializes in advising high-income earners and business owners. Guiding clients in aligning their financial resources with their life goals, creating tailored strategies that maximize their potential for financial success.

  1. How to Use a Medicare OTC Card

    An OTC card is a special perk offered by many Medicare Advantage plans. Learn how to use these OTC cards and make the most of them.  

  2. How to File a Life Insurance Claim

    Filing a life insurance claim can seem overwhelming, but it’s easier once you know what to expect. This guide provides an overview of the process.

  3. Life Insurance Payout Options

    How does life insurance pay out the death benefit? Explore common life insurance payout options and how to choose a payout type.

  4. Does Medicare Cover Eye Exams?

    If you’re experiencing trouble seeing, it may be time to schedule an eye test. Read on to learn how Medicare covers eye exams.