Chapla-Breault Wealth Management Inc.

949.536.8400

Chapla-Breault Wealth Management Inc.

Chapla-Breault Wealth Management Inc.

949.536.8400
marian.chaplabreault@lpl.com

Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income.

True financial independence, however, has much more to do with understanding and taking advantage of the finances you have.

It's more about setting financial goals and learning to use financial tools & strategies that will help you pursue your objectives.

My Goal as a LPL Financial Advisor is to help your Financial Security.

Whether your goals involve building wealth through investing, funding a child's college education, plans for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to work towards your goals and make wise decisions seeking to help improve your financial situation.

The process I follow in recommending financial products consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance.
  2. Working with you as we design your financial road map that takes into account the full range of needs you have now, and those needs that you may have in the future.
  3. Periodically reviewing your progress and plan, consulting with you to make appropriate adjustments, and assisting you in keeping your financial future on track.