Global Privacy Signal Detected
Skip to main content

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 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.

  2. 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.

  3. 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.

  4. Does Medicare Cover Vaccines?

    Curious about Medicare’s vaccine coverage? Discover which vaccines are covered under Medicare and how to navigate the process of getting vaccinated with this helpful resource.

  5. What Is Medicare Reimbursement?

    If you pay for a Medicare-covered service out of pocket, you may be entitled to a Medicare reimbursement. Learn how to file for reimbursement.