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...

Chandra Cole Client Relationship Manager

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With a Bachelor’s Degree in Accounting & Economics and 24 years of experience as a licensed Property & Casualty and Life & Health insurance agent, Chandra has spent her career helping clients navigate important financial decisions with confidence and clarity. She brings a steady, supportive presence and a genuine dedication to doing what is best for the people she serves. Now as part of our team, she continues to blend her financial knowledge with a strong commitment to professionalism, client care, and exceptional service.

In her spare time, she enjoys working around the house, spending time with family, and toting her 15-year-old sports enthusiast to all his athletic events, while secretly looking forward to the day he gets his own driver’s license.

Request 401(k) Guide

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

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