About Chad J. Karl and Associates

Certified Financial Planner™ Professional


As an independent Certified Financial Planner™ professional, we offer a boutique style financial practice with concierge style planning services including financial, retirement, tax, estate, and insurance. 

At Chad J. Karl & Associates, our mission is to create financial strategies for your retirement goals. We help people solve financial challenges in a complicated world, and we absolutely love what we do. Rather than take a linear approach to retirement planning, we consider the unique lifestyle of each client. Asking them to analyze their current circumstance, and define their future goals, we design strategies that complement both.

You have worked hard your entire career to provide for your needs, as well as the needs of your family. You have served your community well, and have even managed to donate to your favorite non-profit organizations along the way. Yet, as you face retirement, you find yourself second guessing whether your decades of hard work will pay off. Our team partners with you to ensure that your retirement goals are not only defined, but met.

At Chad J. Karl & Associates, we are steadfast in our resolve to help you retire on time, and with enough resources to live life on your terms. We are independent, passionate, and CERTIFIED FINANCIAL PLANNER professionals who will always put your needs, first.

Creating Financial Strategies for Your Retirement Goals

If your plans for retirement turned out to not be true, when would you want to know?

Please Call us Anytime at (608) 758-2222

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