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...

Jennifer Gaethke Certified Tax Preparer

Family Office Director

Jennifer has been a lifelong resident of Janesville, Wi. She has spent the last 23 years working at a local tax office and worked her way up to be a Certified Tax Preparer. Jennifer also has her Associate Degree in Human Resources and has worked in manufacturing for the last 9 years before starting her new journey with Chad Karl & Associates. 

Jennifer enjoys gardening, reading, and spending time with her family and 3 fur babies. 

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.