As a principal wealth advisor at Tru Financial Strategies, Nathan helps our clients to achieve financial stability and important financial goals.
Nathan earned his Bachelor of Arts degree in Management and Leadership from Judson University.
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. Nathan works diligently to ensure our clients’ retirement plans, including Income from assets, Social Security, Medicare Insurance, Long Term Care Insurance, and Estate 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 advisor. The fiduciary standard means that he is legally bound to put his clients’ interest first.
Nathan grew up in the small farming community of Muscoda, Wisconsin, and now resides in Elgin, Illinois, with his beautiful wife Christy and son Lucas. He currently serves as the Vice President of his Home Owners Association. Nathan has been actively serving in his church community since the year 2000. In his free time he enjoys playing golf, renovating his house, and working on cars.
Nathan Chapel
Financial Advisor & Co-Founder of Tru Financial Strategies
2815 Forbs Ave Suite 107
Hoffman Estates, IL 60192
[email protected]
847.370.8198
www.trufs.net
Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC an SEC Registered Investment Adviser.
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Licensed Insurance Professional. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.
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