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

Chad J. Karl, Certified Financial Planner™ professional, Creates Financial Strategies for Your Retirement Goals to obtain a work optional confident lifestyle in retirement...

Chad J. Karl CFP®, Certified Financial Planner™ professional

Founder and Principal

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. As the leader of his independent wealth management office, Chad believes strongly in the importance of building long-term relationships with each person and family he serves.

Chad has worked in the financial services industry for 26 years, and served as a Hospital Corpsman in the Navy Reserves prior to establishing his own planning firm. After graduating from UW-Whitewater with a bachelor’s degree in Finance and Economics with an emphasis on insurance, Chad continued his professional education and became a CFP professional. Currently, Chad holds his Series 6, 24, 52, 62, 63, and 65 securities licenses.

Chad’s father is a decorated double Purple Heart and Bronze Star Vietnam Veteran, who taught him that real heroes don’t wear capes, they wear dog tags. Chad is passionate about helping veterans, and provides pro-bono financial planning to former service men and women of the United States Armed Forces.

Outside of the office, Chad enjoys experiencing life with his family. Together, they volunteer at their local church, and spend time traveling, boating, fishing, and golfing.

Request 401(k) Guide

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.