Broker Check

Creating Financial Strategies for Your Retirement Goals

Learn more

Plan for Tomorrow's Challenges

What should you do with your 401(k) savings?

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules. Complete form below now to request this FREE eGuide.

Name
Email
Phone
Thank you! Oops!

Why We Are Different

The Roman author Plautus said that “your wealth is where your friends are.” It is so true: My best clients and professional acquaintances are also my friends and an extended part of my family, and I’ve enjoyed seeing them prosper.

I’d like to welcome you to that circle of friends.

Learn more

Meet Chad

Chad J. Karl, CFP, is the founder and principal of Chad J. Karl & Associates. As a CERTIFIED FINANCIAL PLANNER professional, Chad is responsible for assisting his clients with their insurance and financial planning needs, and also serves as a liaison between individuals and referrals provided by the firm.

With 24 years in the financial services industry, plan for the challenges of tomorrow with a professional who cares about your financial well-being.

Learn more

Our Story

Our Approach

Our Services