818 Group Wealth Management | Texas Financial Advisor

FAITH. WISDOM. FINANCIAL FREEDOM.

818 GROUP, LLC | 3700 NORTH CENTRAL EXPRESSWAY, SUITE 110-305 | RICHARDSON, TEXAS 75080 | 217.432.5460

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. 818 GROUP and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

LUNA WEALTH MANAGEMENT

7887 E. BELLEVIEW AVE, SUITE 1100

GREENWOOD VILLAGE, CO 80111

303.525.4434

Our approach to your success. —>

Three inputs.

One clear answer.

Input your assets.

Enter your investable assets, current savings rate and expected return assumptions. You control every variable.

Model your roadmap.

Enter your investable assets, current savings rate and expected return assumptions. You control every variable.

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Enjoy the ride.

Enter your investable assets, current savings rate and expected return assumptions. You control every variable.

With great power comes great responsibility, and at 818 Group we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.

As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our independence and objectivity allows us to provide our clients with unbiased strategic recommendations.

Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you.

SCHEDULE A FREE CONSULTATION

www.think818.com | 217.432.5460

818 group

Meet the leadership. —>

The man behind the mission.

KEITH CHAPMAN

Meet our founder, Keith Chapman

President and Founder of The 818 Group, LLC (formerly Chapman Wealth Management). He has been in the financial services industry since 1996. Keith recently opened Think818, LLC, a Texas State Registered Advisory Firm and he is a General Agent for the Ohio National. Keith utilizes macro-economic truths to allow clients to discover their full financial potential. He is an expert at utilizing a premier planning tool of one of the nation’s most innovative financial systems. He has achieved the level of Mastery, is a national trainer and an international speaker.

Keith attended Texas A&M University, and holds a B.S. in Construction Science and a B.A. in Russian Studies with a minor in Finance. Keith served in the United States Army and Army Reserves for 14 years as a Russian Linguist and Tactical Intelligence Officer.

Keith and his wife Farrel, an attorney and Judge in Dallas County, live in Dallas, Texas. They have a son, Kyle, who recently graduated from high school and will be attending Texas A&M in the fall and a daughter, Carson, who will be a high school senior in the fall. Keith is active in his Church and the Dallas Emmaus Community. Keith enjoys golf and mountain biking in his free time.

Read Keith’s profile. —>

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www.think818.com | 217.432.5460

818 group

The services we provide. —>

We can assist you in

every aspect of your

financial life.

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The 818 Group was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

Retirement Goals

Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

401k Planning

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.

For our complete list of services, give us a call.

SCHEDULE A FREE CONSULTATION

www.think818.com | 217.432.5460

818 group

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. 818 GROUP and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

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Contact us here anytime or feel free to give us a call. We look forward to getting to know you and help you with proven methods and ideas now and into your financial future.

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Stay in touch with us. —>

Contact us here anytime or give us a call now.

Luna Wealth Management can assist you

in every aspect of your financial life.

818 group

818 GROUP, LLC | 3700 NORTH CENTRAL EXPRESSWAY, SUITE 110-305 | RICHARDSON, TEXAS 75080 | 217.432.5460

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. 818 GROUP and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.