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...

Kelly Soergel Family Office Director


Kelly has been working in the financial world for over 15 years. Born and raised in Edgerton, she currently resides in Milton, which she has called home for over 30 years. She and her husband, Randy, have four children, two grandsons and three rescue Chiweenies. Kelly is an avid Packers, Brewers, Bucks and Badgers fan and attends games whenever she finds time. Outside of the office, Kelly enjoys spending time with family, golfing, camping, traveling, and reading -she can often be spotted with a David Baldacci or James Patterson book in hand.

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

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