Nathan is the co-owner and co-founder of Tru Financial Strategies, a Retirement planning firm with experience and qualifications in both financial and insurance markets. Since his start in the insurance and financial industry in 2009, he has had the opportunity to serve hundreds of people with their retirement needs.
Nathan provides a truly unique, holistic approach to our clients’ financial plans. He works diligently to ensure our clients’ retirement plans, including income from assets, Social Security, Medicare insurance, long-term care insurance and estate and tax Planning, are done properly and are all working together to meet their retirement goals.
Nathan holds the Series 65 securities license and serves as a fiduciary adviser.
Latest articles by Nathan Chapel
3 Alternative Asset Strategies to Diversify Your Retirement Portfolio
investing With interest rates as low as they are, bonds are not the retiree’s friend they used to be, so what can you do to replace them in your portfolio? Three possibilities include real estate, options and annuities.